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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 | $86,268 | $76,551+12.7% | $123,894-30.4% | $62,881+37.2% |
| Participation rate | 91.1% | 73.0%+18.1pp | 81.4%+9.7pp | 69.3%+21.8pp |
| Annual return | 9.22% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $3,191 | $2,882+10.7% | $4,617-30.9% | $2,281+39.9% |
| Participant deferral / active EE | $6,184 | $4,840+27.8% | $5,984+3.3% | $3,203+93.1% |
| Admin fee / account holder | $7,110 | $4,826+47.3% | $8,357-14.9% | $4,296+65.5% |