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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 | $84,155 | $81,476+3.3% | $102,383-17.8% | $80,925+4.0% |
| Participation rate | 97.3% | 66.8%+30.5pp | 74.5%+22.8pp | 67.7%+29.6pp |
| Annual return | 17.03% | 25.59%-8.6pp | 24.94%-7.9pp | 35.65%-18.6pp |
| Employer contribution / active EE | $8,924 | $3,105+187.4% | $3,870+130.6% | $2,756+223.8% |
| Participant deferral / active EE | $10,108 | $3,871+161.1% | $5,060+99.8% | $4,299+135.2% |
| Admin fee / account holder | $8,567 | $6,717+27.5% | $8,391+2.1% | $6,940+23.4% |