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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 | $78,333 | $87,166-10.1% | $76,735+2.1% | $137,256-42.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 16.77% | 26.50%-9.7pp | 29.77%-13.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $11,353 | $2,904+290.9% | $2,454+362.6% | $4,156+173.2% |
| Participant deferral / active EE | $8,763 | $4,726+85.4% | $4,088+114.4% | $6,407+36.8% |
| Admin fee / account holder | $3,444 | $8,403-59.0% | $7,189-52.1% | $12,270-71.9% |