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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 | $109,436 | $81,504+34.3% | $102,437+6.8% | $80,959+35.2% |
| Participation rate | 90.6% | 66.9%+23.8pp | 74.5%+16.1pp | 67.7%+23.0pp |
| Annual return | 14.95% | 25.60%-10.6pp | 24.95%-10.0pp | 35.67%-20.7pp |
| Employer contribution / active EE | $6,474 | $3,104+108.6% | $3,871+67.3% | $2,757+134.8% |
| Participant deferral / active EE | $4,234 | $3,871+9.4% | $5,060-16.3% | $4,300-1.5% |
| Admin fee / account holder | $5,413 | $6,719-19.4% | $8,388-35.5% | $6,925-21.8% |