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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 | $123,071 | $108,825+13.1% | $156,181-21.2% | $82,448+49.3% |
| Participation rate | 96.8% | 72.4%+24.4pp | 78.8%+17.9pp | 68.1%+28.7pp |
| Annual return | 17.58% | 20.59%-3.0pp | 64.87%-47.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $8,108 | $2,870+182.5% | $4,294+88.8% | $2,551+217.8% |
| Participant deferral / active EE | $7,157 | $4,577+56.4% | $6,132+16.7% | $4,139+72.9% |
| Admin fee / account holder | $855 | $9,341-90.8% | $14,586-94.1% | $7,234-88.2% |