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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 | $105,018 | $81,504+28.9% | $102,437+2.5% | $80,959+29.7% |
| Participation rate | 90.7% | 66.9%+23.8pp | 74.5%+16.2pp | 67.7%+23.0pp |
| Annual return | 12.47% | 25.60%-13.1pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $8,822 | $3,104+184.2% | $3,871+127.9% | $2,757+220.0% |
| Participant deferral / active EE | $3,010 | $3,871-22.2% | $5,060-40.5% | $4,300-30.0% |
| Admin fee / account holder | $29,229 | $6,719+335.0% | $8,388+248.5% | $6,925+322.1% |