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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 | $77,102 | $106,749-27.8% | $145,433-47.0% | $82,448-6.5% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 21.87% | 27.59%-5.7pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $9,611 | $3,444+179.0% | $4,554+111.0% | $2,551+276.8% |
| Participant deferral / active EE | $10,950 | $6,519+68.0% | $7,897+38.7% | $4,139+164.5% |
| Admin fee / account holder | $3,229 | $8,390-61.5% | $13,129-75.4% | $7,234-55.4% |