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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 | $86,473 | $106,524-18.8% | $152,301-43.2% | $87,485-1.2% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.4%+14.0pp | 68.9%+27.5pp |
| Annual return | 28.93% | 26.89%+2.0pp | 80.50%-51.6pp | 26.06%+2.9pp |
| Employer contribution / active EE | $3,668 | $3,371+8.8% | $4,624-20.7% | $2,596+41.3% |
| Participant deferral / active EE | $9,453 | $6,525+44.9% | $8,004+18.1% | $4,274+121.2% |
| Admin fee / account holder | $2,067 | $8,287-75.1% | $14,398-85.6% | $7,775-73.4% |