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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 | $78,013+38.8% | $178,449-39.3% | $80,911+33.8% |
| Participation rate | 91.8% | 65.7%+26.2pp | 77.1%+14.7pp | 67.6%+24.2pp |
| Annual return | 17.82% | 18.07%-0.2pp | 27.09%-9.3pp | 35.63%-17.8pp |
| Employer contribution / active EE | $9,796 | $2,287+328.4% | $3,951+148.0% | $2,756+255.5% |
| Participant deferral / active EE | $11,510 | $4,408+161.1% | $6,277+83.4% | $4,297+167.9% |
| Admin fee / account holder | $2,409 | $7,166-66.4% | $10,362-76.8% | $6,935-65.3% |