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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 | $96,969 | $81,504+19.0% | $102,437-5.3% | $80,959+19.8% |
| Participation rate | 84.6% | 66.9%+17.8pp | 74.5%+10.1pp | 67.7%+16.9pp |
| Annual return | 19.86% | 25.60%-5.7pp | 24.95%-5.1pp | 35.67%-15.8pp |
| Employer contribution / active EE | $7,241 | $3,104+133.3% | $3,871+87.1% | $2,757+162.6% |
| Participant deferral / active EE | $7,225 | $3,871+86.7% | $5,060+42.8% | $4,300+68.0% |
| Admin fee / account holder | $9,753 | $6,719+45.1% | $8,388+16.3% | $6,925+40.8% |