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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,630 | $81,457+21.1% | $103,378-4.6% | $80,911+21.9% |
| Participation rate | 96.2% | 66.8%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 13.98% | 25.58%-11.6pp | 24.91%-10.9pp | 35.63%-21.6pp |
| Employer contribution / active EE | $9,655 | $3,107+210.7% | $3,870+149.4% | $2,756+250.3% |
| Participant deferral / active EE | $9,494 | $3,871+145.3% | $5,058+87.7% | $4,297+120.9% |
| Admin fee / account holder | $3,447 | $6,717-48.7% | $8,401-59.0% | $6,935-50.3% |