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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 | $81,331+38.6% | $155,534-27.5% | $80,935+39.2% |
| Participation rate | 78.8% | 66.3%+12.5pp | 78.2%+0.6pp | 67.7%+11.1pp |
| Annual return | 16.96% | 33.37%-16.4pp | 64.92%-48.0pp | 35.66%-18.7pp |
| Employer contribution / active EE | $9,376 | $3,105+202.0% | $4,675+100.6% | $2,757+240.1% |
| Participant deferral / active EE | $5,910 | $3,454+71.1% | $5,630+5.0% | $4,299+37.5% |
| Admin fee / account holder | $11,717 | $7,999+46.5% | $15,900-26.3% | $6,924+69.2% |