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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 | $92,044 | $77,460+18.8% | $100,378-8.3% | $80,925+13.7% |
| Participation rate | 90.2% | 76.9%+13.3pp | 81.5%+8.7pp | 67.7%+22.6pp |
| Annual return | 14.70% | 37.24%-22.5pp | 49.41%-34.7pp | 35.65%-21.0pp |
| Employer contribution / active EE | $7,013 | $2,801+150.4% | $3,942+77.9% | $2,756+154.4% |
| Participant deferral / active EE | $15,126 | $6,818+121.8% | $8,087+87.0% | $4,299+251.9% |
| Admin fee / account holder | $8,187 | $5,887+39.1% | $7,899+3.6% | $6,940+18.0% |