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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 | $89,296 | $81,457+9.6% | $103,378-13.6% | $80,911+10.4% |
| Participation rate | 83.1% | 66.8%+16.2pp | 74.5%+8.5pp | 67.6%+15.4pp |
| Annual return | 17.17% | 25.58%-8.4pp | 24.91%-7.7pp | 35.63%-18.5pp |
| Employer contribution / active EE | $3,812 | $3,107+22.7% | $3,870-1.5% | $2,756+38.3% |
| Participant deferral / active EE | $9,415 | $3,871+143.2% | $5,058+86.1% | $4,297+119.1% |
| Admin fee / account holder | $2,231 | $6,717-66.8% | $8,401-73.4% | $6,935-67.8% |