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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 | $86,035 | $124,980-31.2% | $108,359-20.6% | $154,746-44.4% |
| Participation rate | 93.3% | 75.2%+18.2pp | 70.1%+23.2pp | 80.7%+12.6pp |
| Annual return | 26.36% | 45.00%-18.6pp | 36.89%-10.5pp | 172.34%-146.0pp |
| Employer contribution / active EE | $3,925 | $2,851+37.7% | $2,399+63.6% | $4,379-10.4% |
| Participant deferral / active EE | $12,558 | $4,743+164.8% | $4,137+203.6% | $6,730+86.6% |
| Admin fee / account holder | $16,764 | $11,502+45.8% | $9,741+72.1% | $14,365+16.7% |