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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 | $98,906 | $106,524-7.2% | $152,301-35.1% | $87,485+13.1% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.4%+10.4pp | 68.9%+23.9pp |
| Annual return | 19.98% | 26.89%-6.9pp | 80.50%-60.5pp | 26.06%-6.1pp |
| Employer contribution / active EE | $8,822 | $3,371+161.7% | $4,624+90.8% | $2,596+239.8% |
| Participant deferral / active EE | $7,413 | $6,525+13.6% | $8,004-7.4% | $4,274+73.5% |
| Admin fee / account holder | $5,965 | $8,287-28.0% | $14,398-58.6% | $7,775-23.3% |