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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 | $112,383 | $84,236+33.4% | $170,435-34.1% | $70,126+60.3% |
| Participation rate | 90.2% | 70.8%+19.4pp | 83.6%+6.6pp | 69.5%+20.7pp |
| Annual return | 12.26% | 23.06%-10.8pp | 205.94%-193.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $9,925 | $3,387+193.0% | $5,432+82.7% | $2,343+323.7% |
| Participant deferral / active EE | $5,235 | $3,086+69.6% | $4,939+6.0% | $3,332+57.1% |
| Admin fee / account holder | $2,860 | $5,698-49.8% | $13,881-79.4% | $4,645-38.4% |