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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 | $108,788 | $76,551+42.1% | $123,894-12.2% | $62,881+73.0% |
| Participation rate | 83.1% | 73.0%+10.1pp | 81.4%+1.7pp | 69.3%+13.8pp |
| Annual return | 10.98% | 18.68%-7.7pp | 47.52%-36.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $6,797 | $2,882+135.8% | $4,617+47.2% | $2,281+198.0% |
| Participant deferral / active EE | $8,458 | $4,840+74.8% | $5,984+41.3% | $3,203+164.1% |
| Admin fee / account holder | $8,569 | $4,826+77.6% | $8,357+2.5% | $4,296+99.5% |