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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 | $95,019 | $138,386-31.3% | $184,260-48.4% | $80,935+17.4% |
| Participation rate | 88.2% | 83.9%+4.3pp | 86.8%+1.4pp | 67.7%+20.6pp |
| Annual return | 17.92% | 20.02%-2.1pp | 28.84%-10.9pp | 35.66%-17.7pp |
| Employer contribution / active EE | $8,255 | $4,851+70.2% | $6,427+28.4% | $2,757+199.4% |
| Participant deferral / active EE | $19,976 | $7,076+182.3% | $9,133+118.7% | $4,299+364.6% |
| Admin fee / account holder | $15,832 | $10,489+50.9% | $13,898+13.9% | $6,924+128.6% |