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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 | $106,864-2.0% | $147,318-28.9% | $82,637+26.8% |
| Participation rate | 93.8% | 75.5%+18.2pp | 82.1%+11.7pp | 68.1%+25.7pp |
| Annual return | 19.58% | 27.49%-7.9pp | 70.43%-50.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $8,083 | $3,417+136.6% | $4,593+76.0% | $2,552+216.7% |
| Participant deferral / active EE | $9,894 | $6,496+52.3% | $7,906+25.1% | $4,126+139.8% |
| Admin fee / account holder | $1,480 | $8,415-82.4% | $13,708-89.2% | $7,339-79.8% |