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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 | $107,373 | $81,504+31.7% | $102,437+4.8% | $80,959+32.6% |
| Participation rate | 93.3% | 66.9%+26.5pp | 74.5%+18.8pp | 67.7%+25.7pp |
| Annual return | 13.79% | 25.60%-11.8pp | 24.95%-11.2pp | 35.67%-21.9pp |
| Employer contribution / active EE | $6,111 | $3,104+96.9% | $3,871+57.9% | $2,757+121.6% |
| Participant deferral / active EE | $4,377 | $3,871+13.1% | $5,060-13.5% | $4,300+1.8% |
| Admin fee / account holder | $2,809 | $6,719-58.2% | $8,388-66.5% | $6,925-59.4% |