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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 | $91,142 | $77,814+17.1% | $158,223-42.4% | $86,983+4.8% |
| Participation rate | 86.8% | 68.4%+18.4pp | 79.2%+7.6pp | 69.5%+17.3pp |
| Annual return | 33.12% | 30.54%+2.6pp | 52.09%-19.0pp | 25.83%+7.3pp |
| Employer contribution / active EE | $3,816 | $2,592+47.2% | $4,109-7.1% | $2,584+47.7% |
| Participant deferral / active EE | $9,673 | $3,270+195.8% | $5,467+76.9% | $4,194+130.6% |
| Admin fee / account holder | $13,102 | $5,879+122.9% | $16,047-18.4% | $7,856+66.8% |