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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 | $105,616 | $130,294-18.9% | $170,043-37.9% | $71,511+47.7% |
| Participation rate | 98.0% | 86.2%+11.9pp | 87.0%+11.0pp | 67.9%+30.1pp |
| Annual return | 23.12% | 20.36%+2.8pp | 53.40%-30.3pp | 28.86%-5.7pp |
| Employer contribution / active EE | $6,893 | $4,385+57.2% | $6,790+1.5% | $2,589+166.2% |
| Participant deferral / active EE | $8,893 | $6,928+28.4% | $10,410-14.6% | $4,291+107.3% |
| Admin fee / account holder | $4,561 | $966+372.0% | $12,824-64.4% | $1,588+187.2% |