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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 | $86,782 | $81,504+6.5% | $102,437-15.3% | $80,959+7.2% |
| Participation rate | 98.1% | 66.9%+31.3pp | 74.5%+23.6pp | 67.7%+30.5pp |
| Annual return | 10.99% | 25.60%-14.6pp | 24.95%-14.0pp | 35.67%-24.7pp |
| Employer contribution / active EE | $5,141 | $3,104+65.7% | $3,871+32.8% | $2,757+86.5% |
| Participant deferral / active EE | $5,946 | $3,871+53.6% | $5,060+17.5% | $4,300+38.3% |
| Admin fee / account holder | $24,107 | $6,719+258.8% | $8,388+187.4% | $6,925+248.1% |