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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 | $85,562 | $76,371+12.0% | $93,621-8.6% | $72,976+17.2% |
| Participation rate | 88.9% | 71.8%+17.1pp | 75.8%+13.1pp | 69.5%+19.4pp |
| Annual return | 25.12% | 25.82%-0.7pp | 32.76%-7.6pp | 81.02%-55.9pp |
| Employer contribution / active EE | $4,041 | $2,276+77.6% | $2,719+48.6% | $2,440+65.6% |
| Participant deferral / active EE | $6,186 | $3,538+74.8% | $4,070+52.0% | $3,608+71.5% |
| Admin fee / account holder | $4,348 | $6,839-36.4% | $7,890-44.9% | $5,124-15.1% |