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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 | $90,960 | $81,446+11.7% | $103,374-12.0% | $80,874+12.5% |
| Participation rate | 98.4% | 66.9%+31.6pp | 74.5%+23.9pp | 67.6%+30.8pp |
| Annual return | 22.78% | 25.57%-2.8pp | 24.89%-2.1pp | 35.62%-12.8pp |
| Employer contribution / active EE | $7,039 | $3,107+126.6% | $3,869+81.9% | $2,756+155.4% |
| Participant deferral / active EE | $9,276 | $3,870+139.7% | $5,058+83.4% | $4,297+115.9% |
| Admin fee / account holder | $1,357 | $6,715-79.8% | $8,394-83.8% | $6,935-80.4% |