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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 | $101,341 | $145,431-30.3% | $211,142-52.0% | $87,485+15.8% |
| Participation rate | 94.3% | 84.7%+9.5pp | 87.3%+7.0pp | 68.9%+25.4pp |
| Annual return | 18.29% | 27.21%-8.9pp | 46.84%-28.5pp | 26.06%-7.8pp |
| Employer contribution / active EE | $9,170 | $4,662+96.7% | $6,442+42.3% | $2,596+253.2% |
| Participant deferral / active EE | $17,806 | $6,859+159.6% | $9,284+91.8% | $4,274+316.7% |
| Admin fee / account holder | $3,535 | $17,052-79.3% | $19,076-81.5% | $7,775-54.5% |