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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 | $106,524-24.2% | $152,301-46.9% | $87,485-7.6% |
| Participation rate | 90.2% | 75.8%+14.5pp | 82.4%+7.8pp | 68.9%+21.3pp |
| Annual return | 18.16% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $5,360 | $3,371+59.0% | $4,624+15.9% | $2,596+106.5% |
| Participant deferral / active EE | $11,113 | $6,525+70.3% | $8,004+38.8% | $4,274+160.0% |
| Admin fee / account holder | $2,785 | $8,287-66.4% | $14,398-80.7% | $7,775-64.2% |