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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 | $105,786 | $81,457+29.9% | $103,378+2.3% | $80,911+30.7% |
| Participation rate | 96.7% | 66.8%+29.8pp | 74.5%+22.2pp | 67.6%+29.0pp |
| Annual return | 18.86% | 25.58%-6.7pp | 24.91%-6.1pp | 35.63%-16.8pp |
| Employer contribution / active EE | $6,962 | $3,107+124.1% | $3,870+79.9% | $2,756+152.6% |
| Participant deferral / active EE | $9,967 | $3,871+157.5% | $5,058+97.1% | $4,297+132.0% |
| Admin fee / account holder | $2,477 | $6,717-63.1% | $8,401-70.5% | $6,935-64.3% |