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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 | $145,431-42.5% | $211,142-60.4% | $87,485-4.4% |
| Participation rate | 90.2% | 84.7%+5.5pp | 87.3%+3.0pp | 68.9%+21.3pp |
| Annual return | 23.13% | 27.21%-4.1pp | 46.84%-23.7pp | 26.06%-2.9pp |
| Employer contribution / active EE | $5,869 | $4,662+25.9% | $6,442-8.9% | $2,596+126.0% |
| Participant deferral / active EE | $15,747 | $6,859+129.6% | $9,284+69.6% | $4,274+268.5% |
| Admin fee / account holder | $3,137 | $17,052-81.6% | $19,076-83.6% | $7,775-59.7% |