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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 | $114,846 | $81,487+40.9% | $102,412+12.1% | $80,935+41.9% |
| Participation rate | 90.6% | 66.8%+23.7pp | 74.5%+16.1pp | 67.7%+22.9pp |
| Annual return | 22.94% | 25.60%-2.7pp | 24.94%-2.0pp | 35.66%-12.7pp |
| Employer contribution / active EE | $9,331 | $3,103+200.7% | $3,870+141.1% | $2,757+238.5% |
| Participant deferral / active EE | $3,695 | $3,871-4.5% | $5,060-27.0% | $4,299-14.1% |
| Admin fee / account holder | $2,731 | $6,717-59.3% | $8,388-67.4% | $6,924-60.6% |