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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 | $90,943 | $106,524-14.6% | $152,301-40.3% | $87,485+4.0% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.4%+15.8pp | 68.9%+29.3pp |
| Annual return | 17.33% | 26.89%-9.6pp | 80.50%-63.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $6,030 | $3,371+78.9% | $4,624+30.4% | $2,596+132.2% |
| Participant deferral / active EE | $9,356 | $6,525+43.4% | $8,004+16.9% | $4,274+118.9% |
| Admin fee / account holder | $3,341 | $8,287-59.7% | $14,398-76.8% | $7,775-57.0% |