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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 | $76,354 | $106,749-28.5% | $145,433-47.5% | $82,448-7.4% |
| Participation rate | 97.7% | 75.6%+22.1pp | 82.1%+15.6pp | 68.1%+29.7pp |
| Annual return | 20.28% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $4,161 | $3,444+20.8% | $4,554-8.6% | $2,551+63.1% |
| Participant deferral / active EE | $7,355 | $6,519+12.8% | $7,897-6.9% | $4,139+77.7% |
| Admin fee / account holder | $1,933 | $8,390-77.0% | $13,129-85.3% | $7,234-73.3% |