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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 | $106,524-27.6% | $152,301-49.4% | $87,485-11.9% |
| Participation rate | 93.1% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.2pp |
| Annual return | 21.87% | 26.89%-5.0pp | 80.50%-58.6pp | 26.06%-4.2pp |
| Employer contribution / active EE | $9,611 | $3,371+185.1% | $4,624+107.8% | $2,596+270.2% |
| Participant deferral / active EE | $10,950 | $6,525+67.8% | $8,004+36.8% | $4,274+156.2% |
| Admin fee / account holder | $3,229 | $8,287-61.0% | $14,398-77.6% | $7,775-58.5% |