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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 | $97,502 | $89,698+8.7% | $103,464-5.8% | $80,874+20.6% |
| Participation rate | 87.5% | 76.0%+11.5pp | 80.5%+7.0pp | 67.6%+19.9pp |
| Annual return | 15.17% | 22.78%-7.6pp | 23.91%-8.7pp | 35.62%-20.4pp |
| Employer contribution / active EE | $7,300 | $4,018+81.7% | $4,677+56.1% | $2,756+164.9% |
| Participant deferral / active EE | $4,057 | $5,456-25.6% | $6,624-38.7% | $4,297-5.6% |
| Admin fee / account holder | $1,364 | $6,768-79.8% | $9,410-85.5% | $6,935-80.3% |