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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 | $95,019 | $138,385-31.3% | $184,243-48.4% | $80,925+17.4% |
| Participation rate | 88.2% | 83.9%+4.3pp | 86.8%+1.4pp | 67.7%+20.6pp |
| Annual return | 17.92% | 20.02%-2.1pp | 28.82%-10.9pp | 35.65%-17.7pp |
| Employer contribution / active EE | $8,255 | $4,851+70.2% | $6,427+28.4% | $2,756+199.5% |
| Participant deferral / active EE | $19,976 | $7,075+182.3% | $9,132+118.7% | $4,299+364.7% |
| Admin fee / account holder | $15,832 | $10,489+50.9% | $13,914+13.8% | $6,940+128.1% |