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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 | $102,994 | $138,385-25.6% | $184,243-44.1% | $80,925+27.3% |
| Participation rate | 90.7% | 83.9%+6.8pp | 86.8%+3.9pp | 67.7%+23.0pp |
| Annual return | 14.49% | 20.02%-5.5pp | 28.82%-14.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $9,002 | $4,851+85.6% | $6,427+40.1% | $2,756+226.6% |
| Participant deferral / active EE | $15,230 | $7,075+115.3% | $9,132+66.8% | $4,299+254.3% |
| Admin fee / account holder | $8,849 | $10,489-15.6% | $13,914-36.4% | $6,940+27.5% |