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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 | $78,015+14.3% | $178,505-50.1% | $80,959+10.1% |
| Participation rate | 95.7% | 65.7%+30.0pp | 77.1%+18.5pp | 67.7%+28.0pp |
| Annual return | 13.17% | 18.10%-4.9pp | 27.16%-14.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $11,176 | $2,281+389.9% | $3,955+182.6% | $2,757+305.3% |
| Participant deferral / active EE | $6,028 | $4,406+36.8% | $6,280-4.0% | $4,300+40.2% |
| Admin fee / account holder | $8,862 | $7,160+23.8% | $10,428-15.0% | $6,925+28.0% |