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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 | $82,216 | $106,749-23.0% | $145,433-43.5% | $82,448-0.3% |
| Participation rate | 84.8% | 75.6%+9.2pp | 82.1%+2.7pp | 68.1%+16.8pp |
| Annual return | 20.38% | 27.59%-7.2pp | 66.58%-46.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $5,335 | $3,444+54.9% | $4,554+17.1% | $2,551+109.1% |
| Participant deferral / active EE | $10,734 | $6,519+64.7% | $7,897+35.9% | $4,139+159.3% |
| Admin fee / account holder | $8,968 | $8,390+6.9% | $13,129-31.7% | $7,234+24.0% |