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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 | $106,749-26.3% | $145,433-45.9% | $82,448-4.6% |
| Participation rate | 96.2% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.1pp |
| Annual return | 23.48% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $6,597 | $3,444+91.5% | $4,554+44.8% | $2,551+158.6% |
| Participant deferral / active EE | $11,832 | $6,519+81.5% | $7,897+49.8% | $4,139+185.8% |
| Admin fee / account holder | $6,612 | $8,390-21.2% | $13,129-49.6% | $7,234-8.6% |