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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 | $70,196 | $108,825-35.5% | $156,181-55.1% | $82,448-14.9% |
| Participation rate | 94.6% | 72.4%+22.2pp | 78.8%+15.8pp | 68.1%+26.5pp |
| Annual return | 17.14% | 20.59%-3.4pp | 64.87%-47.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4,787 | $2,870+66.8% | $4,294+11.5% | $2,551+87.7% |
| Participant deferral / active EE | $11,200 | $4,577+144.7% | $6,132+82.6% | $4,139+170.6% |
| Admin fee / account holder | $3,139 | $9,341-66.4% | $14,586-78.5% | $7,234-56.6% |