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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 | $91,413 | $81,457+12.2% | $103,378-11.6% | $80,911+13.0% |
| Participation rate | 85.2% | 66.8%+18.3pp | 74.5%+10.7pp | 67.6%+17.5pp |
| Annual return | 15.09% | 25.58%-10.5pp | 24.91%-9.8pp | 35.63%-20.5pp |
| Employer contribution / active EE | $5,555 | $3,107+78.8% | $3,870+43.5% | $2,756+101.6% |
| Participant deferral / active EE | $4,435 | $3,871+14.6% | $5,058-12.3% | $4,297+3.2% |
| Admin fee / account holder | $3,943 | $6,717-41.3% | $8,401-53.1% | $6,935-43.1% |