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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 | $89,161 | $78,027+14.3% | $178,528-50.1% | $80,925+10.2% |
| Participation rate | 95.7% | 65.7%+30.0pp | 77.1%+18.6pp | 67.7%+28.0pp |
| Annual return | 13.17% | 18.09%-4.9pp | 27.11%-13.9pp | 35.65%-22.5pp |
| Employer contribution / active EE | $11,176 | $2,281+389.9% | $3,950+182.9% | $2,756+305.5% |
| Participant deferral / active EE | $6,028 | $4,408+36.8% | $6,278-4.0% | $4,299+40.2% |
| Admin fee / account holder | $8,862 | $7,168+23.6% | $10,419-14.9% | $6,940+27.7% |