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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 | $79,604 | $95,453-16.6% | $112,040-29.0% | $82,448-3.4% |
| Participation rate | 97.7% | 72.8%+25.0pp | 76.5%+21.2pp | 68.1%+29.7pp |
| Annual return | 26.97% | 23.92%+3.1pp | 24.52%+2.5pp | 41.64%-14.7pp |
| Employer contribution / active EE | $4,286 | $2,318+84.9% | $2,954+45.1% | $2,551+68.0% |
| Participant deferral / active EE | $11,903 | $4,224+181.8% | $5,098+133.5% | $4,139+187.6% |
| Admin fee / account holder | $5,604 | $9,013-37.8% | $12,098-53.7% | $7,234-22.5% |