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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 | $96,624 | $93,064+3.8% | $74,577+29.6% | $273,972-64.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 12.45% | 26.18%-13.7pp | 20.47%-8.0pp | 41.46%-29.0pp |
| Employer contribution / active EE | $7,815 | $3,160+147.3% | $2,525+209.5% | $4,869+60.5% |
| Participant deferral / active EE | $9,990 | $4,160+140.1% | $3,458+188.9% | $5,287+88.9% |
| Admin fee / account holder | $10,310 | $5,273+95.5% | $4,138+149.2% | $10,133+1.8% |