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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 | $92,839 | $76,834+20.8% | $108,359-14.3% | $87,485+6.1% |
| Participation rate | 88.0% | 61.7%+26.3pp | 70.1%+17.9pp | 68.9%+19.1pp |
| Annual return | 19.55% | 19.09%+0.5pp | 36.89%-17.3pp | 26.06%-6.5pp |
| Employer contribution / active EE | $7,000 | $1,556+349.8% | $2,399+191.7% | $2,596+169.6% |
| Participant deferral / active EE | $4,019 | $3,100+29.6% | $4,137-2.9% | $4,274-6.0% |
| Admin fee / account holder | $317 | $6,537-95.2% | $9,741-96.7% | $7,775-95.9% |