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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 | $80,797 | $106,749-24.3% | $145,433-44.4% | $82,448-2.0% |
| Participation rate | 90.2% | 75.6%+14.6pp | 82.1%+8.1pp | 68.1%+22.2pp |
| Annual return | 18.16% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $5,360 | $3,444+55.6% | $4,554+17.7% | $2,551+110.1% |
| Participant deferral / active EE | $11,113 | $6,519+70.5% | $7,897+40.7% | $4,139+168.5% |
| Admin fee / account holder | $2,785 | $8,390-66.8% | $13,129-78.8% | $7,234-61.5% |