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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 | $201,975 | $86,949+132.3% | $102,460+97.1% | $80,959+149.5% |
| Participation rate | 84.8% | 72.4%+12.5pp | 76.5%+8.3pp | 67.7%+17.2pp |
| Annual return | 13.51% | 18.89%-5.4pp | 29.47%-16.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $5,996 | $2,370+153.0% | $3,025+98.2% | $2,757+117.5% |
| Participant deferral / active EE | $8,453 | $4,121+105.1% | $5,056+67.2% | $4,300+96.6% |
| Admin fee / account holder | $7,194 | $8,048-10.6% | $9,460-23.9% | $6,925+3.9% |