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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 | $91,300 | $101,798-10.3% | $165,071-44.7% | $80,935+12.8% |
| Participation rate | 91.4% | 71.8%+19.5pp | 78.6%+12.8pp | 67.7%+23.7pp |
| Annual return | 22.08% | 16.73%+5.4pp | 70.17%-48.1pp | 35.66%-13.6pp |
| Employer contribution / active EE | $3,748 | $2,954+26.9% | $4,347-13.8% | $2,757+36.0% |
| Participant deferral / active EE | $7,937 | $4,476+77.3% | $6,035+31.5% | $4,299+84.6% |
| Admin fee / account holder | $21,338 | $8,221+159.5% | $12,695+68.1% | $6,924+208.2% |