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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 | $106,524-26.2% | $152,301-48.4% | $87,485-10.1% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.4%+13.7pp | 68.9%+27.2pp |
| Annual return | 23.48% | 26.89%-3.4pp | 80.50%-57.0pp | 26.06%-2.6pp |
| Employer contribution / active EE | $6,597 | $3,371+95.7% | $4,624+42.7% | $2,596+154.1% |
| Participant deferral / active EE | $11,832 | $6,525+81.3% | $8,004+47.8% | $4,274+176.9% |
| Admin fee / account holder | $6,612 | $8,287-20.2% | $14,398-54.1% | $7,775-15.0% |