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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 | $114,038 | $95,453+19.5% | $112,040+1.8% | $82,448+38.3% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.5%+21.2pp | 68.1%+29.6pp |
| Annual return | 12.90% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $7,354 | $2,318+217.3% | $2,954+149.0% | $2,551+188.3% |
| Participant deferral / active EE | $3,048 | $4,224-27.8% | $5,098-40.2% | $4,139-26.4% |
| Admin fee / account holder | $14,281 | $9,013+58.4% | $12,098+18.0% | $7,234+97.4% |