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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 | $113,098 | $76,551+47.7% | $123,894-8.7% | $62,881+79.9% |
| Participation rate | 94.3% | 73.0%+21.4pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 12.21% | 18.68%-6.5pp | 47.52%-35.3pp | 20.14%-7.9pp |
| Employer contribution / active EE | $9,791 | $2,882+239.7% | $4,617+112.1% | $2,281+329.3% |
| Participant deferral / active EE | $12,329 | $4,840+154.8% | $5,984+106.0% | $3,203+284.9% |
| Admin fee / account holder | $3,495 | $4,826-27.6% | $8,357-58.2% | $4,296-18.6% |