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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 | $82,193 | $108,825-24.5% | $156,181-47.4% | $82,448-0.3% |
| Participation rate | 93.6% | 72.4%+21.2pp | 78.8%+14.8pp | 68.1%+25.5pp |
| Annual return | 15.79% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,629 | $2,870+26.5% | $4,294-15.5% | $2,551+42.3% |
| Participant deferral / active EE | $9,574 | $4,577+109.2% | $6,132+56.1% | $4,139+131.3% |
| Admin fee / account holder | $34,157 | $9,341+265.7% | $14,586+134.2% | $7,234+372.1% |