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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 | $95,376 | $78,015+22.3% | $178,505-46.6% | $80,959+17.8% |
| Participation rate | 85.2% | 65.7%+19.5pp | 77.1%+8.1pp | 67.7%+17.5pp |
| Annual return | 21.33% | 18.10%+3.2pp | 27.16%-5.8pp | 35.67%-14.3pp |
| Employer contribution / active EE | $7,871 | $2,281+245.0% | $3,955+99.0% | $2,757+185.5% |
| Participant deferral / active EE | $13,637 | $4,406+209.5% | $6,280+117.1% | $4,300+217.1% |
| Admin fee / account holder | $9,736 | $7,160+36.0% | $10,428-6.6% | $6,925+40.6% |