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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 | $99,504 | $106,524-6.6% | $152,301-34.7% | $87,485+13.7% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | 18.18% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $7,781 | $3,371+130.8% | $4,624+68.3% | $2,596+199.7% |
| Participant deferral / active EE | $18,392 | $6,525+181.9% | $8,004+129.8% | $4,274+330.4% |
| Admin fee / account holder | $20,896 | $8,287+152.2% | $14,398+45.1% | $7,775+168.8% |