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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 | $78,649 | $107,421-26.8% | $182,262-56.8% | $94,015-16.3% |
| Participation rate | 96.2% | 77.8%+18.4pp | 84.2%+11.9pp | 70.8%+25.3pp |
| Annual return | 23.48% | 21.32%+2.2pp | 140.60%-117.1pp | 17.84%+5.6pp |
| Employer contribution / active EE | $6,597 | $3,448+91.3% | $5,046+30.7% | $2,790+136.4% |
| Participant deferral / active EE | $11,832 | $6,558+80.4% | $8,276+43.0% | $4,249+178.4% |
| Admin fee / account holder | $6,612 | $8,692-23.9% | $16,712-60.4% | $8,951-26.1% |