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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 | $74,720 | $106,749-30.0% | $145,433-48.6% | $82,448-9.4% |
| Participation rate | 95.9% | 75.6%+20.2pp | 82.1%+13.8pp | 68.1%+27.8pp |
| Annual return | 17.89% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $6,257 | $3,444+81.7% | $4,554+37.4% | $2,551+145.3% |
| Participant deferral / active EE | $8,307 | $6,519+27.4% | $7,897+5.2% | $4,139+100.7% |
| Admin fee / account holder | $10,191 | $8,390+21.5% | $13,129-22.4% | $7,234+40.9% |