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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 | $103,818 | $143,969-27.9% | $199,883-48.1% | $82,637+25.6% |
| Participation rate | 88.9% | 84.1%+4.7pp | 86.8%+2.1pp | 68.1%+20.8pp |
| Annual return | 13.93% | 25.67%-11.7pp | 43.81%-29.9pp | 53.51%-39.6pp |
| Employer contribution / active EE | $7,533 | $4,632+62.6% | $6,261+20.3% | $2,552+195.2% |
| Participant deferral / active EE | $11,916 | $6,937+71.8% | $9,138+30.4% | $4,126+188.8% |
| Admin fee / account holder | $11,091 | $14,597-24.0% | $17,268-35.8% | $7,339+51.1% |