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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 | $104,776 | $106,749-1.8% | $145,433-28.0% | $82,448+27.1% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | 19.58% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $8,083 | $3,444+134.7% | $4,554+77.5% | $2,551+216.8% |
| Participant deferral / active EE | $9,894 | $6,519+51.8% | $7,897+25.3% | $4,139+139.0% |
| Admin fee / account holder | $1,480 | $8,390-82.4% | $13,129-88.7% | $7,234-79.5% |