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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 | $112,248 | $101,752+10.3% | $164,928-31.9% | $80,911+38.7% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.6%+10.1pp |
| Annual return | 10.93% | 16.73%-5.8pp | 70.08%-59.1pp | 35.63%-24.7pp |
| Employer contribution / active EE | $5,556 | $2,953+88.1% | $4,343+27.9% | $2,756+101.6% |
| Participant deferral / active EE | $2,220 | $4,477-50.4% | $6,034-63.2% | $4,297-48.3% |
| Admin fee / account holder | $19,039 | $8,218+131.7% | $12,684+50.1% | $6,935+174.5% |