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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 | $89,862 | $53,774+67.1% | $134,162-33.0% | $79,852+12.5% |
| Participation rate | 98.3% | 58.8%+39.5pp | 72.2%+26.1pp | 69.6%+28.6pp |
| Annual return | 13.01% | 19.01%-6.0pp | 36.35%-23.3pp | 31.72%-18.7pp |
| Employer contribution / active EE | $7,921 | $1,322+499.4% | $3,705+113.8% | $2,471+220.5% |
| Participant deferral / active EE | $5,249 | $2,420+116.9% | $3,500+50.0% | $3,740+40.3% |
| Admin fee / account holder | $6,361 | $3,985+59.6% | $6,685-4.9% | $5,306+19.9% |