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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 | $79,586 | $83,073-4.2% | $88,457-10.0% | $87,485-9.0% |
| Participation rate | 96.1% | 71.3%+24.7pp | 78.6%+17.4pp | 68.9%+27.1pp |
| Annual return | 18.41% | 15.48%+2.9pp | 32.69%-14.3pp | 26.06%-7.7pp |
| Employer contribution / active EE | $7,325 | $4,044+81.1% | $4,681+56.5% | $2,596+182.1% |
| Participant deferral / active EE | $13,303 | $4,389+203.1% | $5,667+134.7% | $4,274+211.3% |
| Admin fee / account holder | $8,415 | $7,192+17.0% | $9,606-12.4% | $7,775+8.2% |