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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 | $112,697 | $81,276+38.7% | $155,574-27.6% | $80,925+39.3% |
| Participation rate | 78.8% | 66.2%+12.5pp | 78.2%+0.6pp | 67.7%+11.1pp |
| Annual return | 16.96% | 33.36%-16.4pp | 64.87%-47.9pp | 35.65%-18.7pp |
| Employer contribution / active EE | $9,376 | $3,103+202.2% | $4,676+100.5% | $2,756+240.2% |
| Participant deferral / active EE | $5,910 | $3,453+71.2% | $5,629+5.0% | $4,299+37.5% |
| Admin fee / account holder | $11,717 | $7,993+46.6% | $15,914-26.4% | $6,940+68.8% |