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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 | $91,907 | $106,524-13.7% | $152,301-39.7% | $87,485+5.1% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.4%+7.0pp | 68.9%+20.5pp |
| Annual return | 17.32% | 26.89%-9.6pp | 80.50%-63.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $5,388 | $3,371+59.8% | $4,624+16.5% | $2,596+107.5% |
| Participant deferral / active EE | $12,643 | $6,525+93.8% | $8,004+58.0% | $4,274+195.8% |
| Admin fee / account holder | $432 | $8,287-94.8% | $14,398-97.0% | $7,775-94.4% |