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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 | $96,508 | $82,879+16.4% | $96,576-0.1% | $67,986+42.0% |
| Participation rate | 90.2% | 75.2%+15.0pp | 81.4%+8.7pp | 57.2%+33.0pp |
| Annual return | 18.67% | 36.90%-18.2pp | 38.47%-19.8pp | 31.67%-13.0pp |
| Employer contribution / active EE | $4,672 | $2,727+71.3% | $3,553+31.5% | $2,019+131.4% |
| Participant deferral / active EE | $9,781 | $6,976+40.2% | $7,956+22.9% | $3,358+191.3% |
| Admin fee / account holder | $5,855 | $2,783+110.4% | $11,381-48.6% | $3,203+82.8% |