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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 | $81,446+44.8% | $103,374+14.1% | $80,874+45.8% |
| Participation rate | 97.7% | 66.9%+30.8pp | 74.5%+23.2pp | 67.6%+30.0pp |
| Annual return | 14.46% | 25.57%-11.1pp | 24.89%-10.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $7,862 | $3,107+153.0% | $3,869+103.2% | $2,756+185.3% |
| Participant deferral / active EE | $3,356 | $3,870-13.3% | $5,058-33.7% | $4,297-21.9% |
| Admin fee / account holder | $2,178 | $6,715-67.6% | $8,394-74.1% | $6,935-68.6% |