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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 | $108,576 | $181,896-40.3% | $156,551-30.6% | $273,972-60.4% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 11.66% | 30.74%-19.1pp | 32.23%-20.6pp | 41.46%-29.8pp |
| Employer contribution / active EE | $20,210 | $6,248+223.5% | $5,501+267.4% | $4,869+315.1% |
| Participant deferral / active EE | $11,494 | $5,550+107.1% | $4,871+136.0% | $5,287+117.4% |
| Admin fee / account holder | $8,315 | $15,560-46.6% | $13,028-36.2% | $10,133-17.9% |