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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 | $114,851 | $123,478-7.0% | $216,567-47.0% | $94,015+22.2% |
| Participation rate | 94.3% | 75.1%+19.2pp | 81.6%+12.6pp | 70.8%+23.5pp |
| Annual return | 14.54% | 23.61%-9.1pp | 12.94%+1.6pp | 17.84%-3.3pp |
| Employer contribution / active EE | $5,777 | $3,136+84.2% | $5,216+10.8% | $2,790+107.1% |
| Participant deferral / active EE | $10,332 | $4,556+126.8% | $6,191+66.9% | $4,249+143.1% |
| Admin fee / account holder | $91,935 | $12,753+620.9% | $21,981+318.3% | $8,951+927.1% |