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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 | $105,887 | $73,988+43.1% | $96,538+9.7% | $75,177+40.8% |
| Participation rate | 78.9% | 66.4%+12.4pp | 74.3%+4.5pp | 67.2%+11.7pp |
| Annual return | 17.81% | 26.73%-8.9pp | 35.74%-17.9pp | 160.75%-142.9pp |
| Employer contribution / active EE | $9,021 | $2,930+207.9% | $3,740+141.2% | $2,671+237.7% |
| Participant deferral / active EE | $4,352 | $3,660+18.9% | $4,880-10.8% | $4,126+5.5% |
| Admin fee / account holder | $8,286 | $5,220+58.7% | $6,737+23.0% | $5,651+46.6% |