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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 | $83,710 | $107,421-22.1% | $182,262-54.1% | $94,015-11.0% |
| Participation rate | 98.9% | 77.8%+21.1pp | 84.2%+14.6pp | 70.8%+28.0pp |
| Annual return | 23.30% | 21.32%+2.0pp | 140.60%-117.3pp | 17.84%+5.5pp |
| Employer contribution / active EE | $8,834 | $3,448+156.2% | $5,046+75.1% | $2,790+216.6% |
| Participant deferral / active EE | $9,563 | $6,558+45.8% | $8,276+15.5% | $4,249+125.1% |
| Admin fee / account holder | $10,670 | $8,692+22.8% | $16,712-36.2% | $8,951+19.2% |