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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 | $82,826 | $106,524-22.2% | $152,301-45.6% | $87,485-5.3% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.4%+6.0pp | 68.9%+19.5pp |
| Annual return | 17.10% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-9.0pp |
| Employer contribution / active EE | $4,283 | $3,371+27.0% | $4,624-7.4% | $2,596+65.0% |
| Participant deferral / active EE | $11,380 | $6,525+74.4% | $8,004+42.2% | $4,274+166.3% |
| Admin fee / account holder | $31,741 | $8,287+283.0% | $14,398+120.5% | $7,775+308.3% |