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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 | $99,617 | $69,383+43.6% | $101,275-1.6% | $73,497+35.5% |
| Participation rate | 88.9% | 68.4%+20.5pp | 75.8%+13.1pp | 70.7%+18.2pp |
| Annual return | 12.74% | 18.46%-5.7pp | 46.48%-33.7pp | 28.51%-15.8pp |
| Employer contribution / active EE | $5,691 | $2,628+116.5% | $3,660+55.5% | $2,270+150.7% |
| Participant deferral / active EE | $3,751 | $3,301+13.7% | $4,371-14.2% | $3,740+0.3% |
| Admin fee / account holder | $4,690 | $704+566.4% | $5,948-21.1% | $513+814.1% |