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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 | $93,336 | $76,551+21.9% | $123,894-24.7% | $62,881+48.4% |
| Participation rate | 90.5% | 73.0%+17.5pp | 81.4%+9.1pp | 69.3%+21.2pp |
| Annual return | 9.60% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,963 | $2,882+2.8% | $4,617-35.8% | $2,281+29.9% |
| Participant deferral / active EE | $7,304 | $4,840+50.9% | $5,984+22.1% | $3,203+128.0% |
| Admin fee / account holder | $7,518 | $4,826+55.8% | $8,357-10.0% | $4,296+75.0% |