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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 | $106,524-21.4% | $152,301-45.0% | $87,485-4.3% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.4%+16.4pp | 68.9%+29.9pp |
| Annual return | 23.30% | 26.89%-3.6pp | 80.50%-57.2pp | 26.06%-2.8pp |
| Employer contribution / active EE | $8,834 | $3,371+162.0% | $4,624+91.0% | $2,596+240.3% |
| Participant deferral / active EE | $9,563 | $6,525+46.6% | $8,004+19.5% | $4,274+123.8% |
| Admin fee / account holder | $10,670 | $8,287+28.8% | $14,398-25.9% | $7,775+37.2% |