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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 | $116,575 | $81,446+43.1% | $103,374+12.8% | $80,874+44.1% |
| Participation rate | 92.7% | 66.9%+25.8pp | 74.5%+18.2pp | 67.6%+25.0pp |
| Annual return | 11.65% | 25.57%-13.9pp | 24.89%-13.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $10,515 | $3,107+238.4% | $3,869+171.8% | $2,756+281.6% |
| Participant deferral / active EE | $2,186 | $3,870-43.5% | $5,058-56.8% | $4,297-49.1% |
| Admin fee / account holder | $10,736 | $6,715+59.9% | $8,394+27.9% | $6,935+54.8% |