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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 | $83,118 | $64,359+29.1% | $90,161-7.8% | $70,126+18.5% |
| Participation rate | 86.2% | 70.4%+15.8pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 17.27% | 28.13%-10.9pp | 34.89%-17.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $7,290 | $2,046+256.4% | $3,318+119.7% | $2,343+211.2% |
| Participant deferral / active EE | $3,828 | $4,389-12.8% | $5,287-27.6% | $3,332+14.9% |
| Admin fee / account holder | $11,095 | $3,945+181.2% | $5,943+86.7% | $4,645+138.8% |