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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 | $78,951 | $86,949-9.2% | $102,460-22.9% | $80,959-2.5% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.7%+25.1pp |
| Annual return | 11.01% | 18.89%-7.9pp | 29.47%-18.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $4,701 | $2,370+98.4% | $3,025+55.4% | $2,757+70.5% |
| Participant deferral / active EE | $8,642 | $4,121+109.7% | $5,056+70.9% | $4,300+101.0% |
| Admin fee / account holder | $8,653 | $8,048+7.5% | $9,460-8.5% | $6,925+24.9% |