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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 | $77,896+33.5% | $134,172-22.5% | $82,448+26.1% |
| Participation rate | 92.1% | 62.8%+29.3pp | 72.5%+19.6pp | 68.1%+24.0pp |
| Annual return | 13.22% | 18.21%-5.0pp | 25.30%-12.1pp | 41.64%-28.4pp |
| Employer contribution / active EE | $9,271 | $2,159+329.3% | $3,420+171.1% | $2,551+263.4% |
| Participant deferral / active EE | $6,326 | $3,162+100.1% | $4,690+34.9% | $4,139+52.8% |
| Admin fee / account holder | $5,207 | $6,336-17.8% | $12,016-56.7% | $7,234-28.0% |