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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 | $139,261 | $143,969-3.3% | $199,883-30.3% | $82,637+68.5% |
| Participation rate | 94.7% | 84.1%+10.6pp | 86.8%+8.0pp | 68.1%+26.7pp |
| Annual return | 19.91% | 25.67%-5.8pp | 43.81%-23.9pp | 53.51%-33.6pp |
| Employer contribution / active EE | $6,989 | $4,632+50.9% | $6,261+11.6% | $2,552+173.9% |
| Participant deferral / active EE | $11,012 | $6,937+58.7% | $9,138+20.5% | $4,126+166.9% |
| Admin fee / account holder | $19,101 | $14,597+30.9% | $17,268+10.6% | $7,339+160.3% |