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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 | $83,598 | $142,972-41.5% | $214,702-61.1% | $86,983-3.9% |
| Participation rate | 90.2% | 84.9%+5.4pp | 87.5%+2.8pp | 69.5%+20.7pp |
| Annual return | 23.13% | 18.49%+4.6pp | 54.55%-31.4pp | 25.83%-2.7pp |
| Employer contribution / active EE | $5,869 | $4,635+26.6% | $6,461-9.2% | $2,584+127.1% |
| Participant deferral / active EE | $15,747 | $6,568+139.8% | $9,147+72.2% | $4,194+275.5% |
| Admin fee / account holder | $3,137 | $17,617-82.2% | $19,830-84.2% | $7,856-60.1% |