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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 | $83,935 | $81,504+3.0% | $102,437-18.1% | $80,959+3.7% |
| Participation rate | 97.8% | 66.9%+30.9pp | 74.5%+23.3pp | 67.7%+30.1pp |
| Annual return | 15.73% | 25.60%-9.9pp | 24.95%-9.2pp | 35.67%-19.9pp |
| Employer contribution / active EE | $10,367 | $3,104+234.0% | $3,871+167.8% | $2,757+276.0% |
| Participant deferral / active EE | $4,862 | $3,871+25.6% | $5,060-3.9% | $4,300+13.1% |
| Admin fee / account holder | $12,530 | $6,719+86.5% | $8,388+49.4% | $6,925+80.9% |