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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 | $86,927 | $106,524-18.4% | $152,301-42.9% | $87,485-0.6% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 20.00% | 26.89%-6.9pp | 80.50%-60.5pp | 26.06%-6.1pp |
| Employer contribution / active EE | $3,686 | $3,371+9.3% | $4,624-20.3% | $2,596+42.0% |
| Participant deferral / active EE | $9,226 | $6,525+41.4% | $8,004+15.3% | $4,274+115.9% |
| Admin fee / account holder | $2,821 | $8,287-66.0% | $14,398-80.4% | $7,775-63.7% |