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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 | $102,754 | $72,273+42.2% | $101,275+1.5% | $79,856+28.7% |
| Participation rate | 80.3% | 68.5%+11.8pp | 75.8%+4.5pp | 69.6%+10.6pp |
| Annual return | 11.80% | 22.30%-10.5pp | 46.48%-34.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $8,515 | $2,691+216.4% | $3,660+132.7% | $2,471+244.6% |
| Participant deferral / active EE | $4,717 | $3,282+43.7% | $4,371+7.9% | $3,741+26.1% |
| Admin fee / account holder | $3,921 | $4,401-10.9% | $5,948-34.1% | $5,306-26.1% |