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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 | $81,358+38.5% | $155,556-27.6% | $80,959+39.2% |
| Participation rate | 78.8% | 66.3%+12.5pp | 78.2%+0.6pp | 67.7%+11.1pp |
| Annual return | 16.96% | 33.39%-16.4pp | 64.84%-47.9pp | 35.67%-18.7pp |
| Employer contribution / active EE | $9,376 | $3,106+201.8% | $4,675+100.5% | $2,757+240.1% |
| Participant deferral / active EE | $5,910 | $3,455+71.0% | $5,631+5.0% | $4,300+37.4% |
| Admin fee / account holder | $11,717 | $7,994+46.6% | $15,885-26.2% | $6,925+69.2% |