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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 | $108,251 | $78,015+38.8% | $178,505-39.4% | $80,959+33.7% |
| Participation rate | 91.8% | 65.7%+26.2pp | 77.1%+14.7pp | 67.7%+24.2pp |
| Annual return | 17.82% | 18.10%-0.3pp | 27.16%-9.3pp | 35.67%-17.8pp |
| Employer contribution / active EE | $9,796 | $2,281+329.4% | $3,955+147.7% | $2,757+255.3% |
| Participant deferral / active EE | $11,510 | $4,406+161.2% | $6,280+83.3% | $4,300+167.7% |
| Admin fee / account holder | $2,409 | $7,160-66.4% | $10,428-76.9% | $6,925-65.2% |