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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 | $117,920 | $81,504+44.7% | $102,437+15.1% | $80,959+45.7% |
| Participation rate | 97.7% | 66.9%+30.8pp | 74.5%+23.2pp | 67.7%+30.0pp |
| Annual return | 14.46% | 25.60%-11.1pp | 24.95%-10.5pp | 35.67%-21.2pp |
| Employer contribution / active EE | $7,862 | $3,104+153.3% | $3,871+103.1% | $2,757+185.2% |
| Participant deferral / active EE | $3,356 | $3,871-13.3% | $5,060-33.7% | $4,300-22.0% |
| Admin fee / account holder | $2,178 | $6,719-67.6% | $8,388-74.0% | $6,925-68.6% |