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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 | $91,468 | $91,760-0.3% | $156,181-41.4% | $67,986+34.5% |
| Participation rate | 82.5% | 65.0%+17.5pp | 78.8%+3.7pp | 57.2%+25.3pp |
| Annual return | 18.90% | 18.14%+0.8pp | 64.87%-46.0pp | 31.67%-12.8pp |
| Employer contribution / active EE | $4,875 | $2,419+101.5% | $4,294+13.5% | $2,019+141.5% |
| Participant deferral / active EE | $6,691 | $3,960+69.0% | $6,132+9.1% | $3,358+99.3% |
| Admin fee / account holder | $3,341 | $3,949-15.4% | $14,586-77.1% | $3,203+4.3% |