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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 | $84,447 | $106,524-20.7% | $152,301-44.6% | $87,485-3.5% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.4%+5.8pp | 68.9%+19.3pp |
| Annual return | 15.27% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $4,629 | $3,371+37.3% | $4,624+0.1% | $2,596+78.3% |
| Participant deferral / active EE | $8,053 | $6,525+23.4% | $8,004+0.6% | $4,274+88.4% |
| Admin fee / account holder | $18,232 | $8,287+120.0% | $14,398+26.6% | $7,775+134.5% |