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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 | $107,421-24.8% | $182,262-55.7% | $94,015-14.1% |
| Participation rate | 90.2% | 77.8%+12.5pp | 84.2%+6.0pp | 70.8%+19.4pp |
| Annual return | 18.16% | 21.32%-3.2pp | 140.60%-122.4pp | 17.84%+0.3pp |
| Employer contribution / active EE | $5,360 | $3,448+55.5% | $5,046+6.2% | $2,790+92.1% |
| Participant deferral / active EE | $11,113 | $6,558+69.5% | $8,276+34.3% | $4,249+161.5% |
| Admin fee / account holder | $2,785 | $8,692-68.0% | $16,712-83.3% | $8,951-68.9% |