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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 | $91,822 | $79,961+14.8% | $98,462-6.7% | $75,177+22.1% |
| Participation rate | 90.6% | 70.4%+20.2pp | 75.2%+15.4pp | 67.2%+23.4pp |
| Annual return | 14.36% | 19.75%-5.4pp | 21.17%-6.8pp | 160.75%-146.4pp |
| Employer contribution / active EE | $4,040 | $2,264+78.4% | $3,049+32.5% | $2,671+51.3% |
| Participant deferral / active EE | $8,170 | $3,753+117.7% | $4,738+72.4% | $4,126+98.0% |
| Admin fee / account holder | $28,180 | $6,842+311.8% | $8,875+217.5% | $5,651+398.6% |