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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 | $103,966 | $81,403+27.7% | $147,027-29.3% | $87,485+18.8% |
| Participation rate | 92.1% | 63.4%+28.6pp | 73.7%+18.3pp | 68.9%+23.1pp |
| Annual return | 13.22% | 16.51%-3.3pp | 20.23%-7.0pp | 26.06%-12.8pp |
| Employer contribution / active EE | $9,271 | $2,205+320.4% | $3,626+155.7% | $2,596+257.1% |
| Participant deferral / active EE | $6,326 | $3,315+90.8% | $4,933+28.2% | $4,274+48.0% |
| Admin fee / account holder | $5,207 | $6,755-22.9% | $12,223-57.4% | $7,775-33.0% |