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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 | $103,046 | $79,557+29.5% | $118,746-13.2% | $70,126+46.9% |
| Participation rate | 89.3% | 71.4%+17.9pp | 78.3%+11.0pp | 69.5%+19.7pp |
| Annual return | 17.74% | 25.64%-7.9pp | 24.54%-6.8pp | 73.15%-55.4pp |
| Employer contribution / active EE | $9,459 | $2,861+230.6% | $4,193+125.6% | $2,343+303.8% |
| Participant deferral / active EE | $11,929 | $4,089+191.7% | $5,332+123.7% | $3,332+258.0% |
| Admin fee / account holder | $12,274 | $5,374+128.4% | $10,720+14.5% | $4,645+164.2% |