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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 | $85,094 | $106,524-20.1% | $152,301-44.1% | $87,485-2.7% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.4%+14.0pp | 68.9%+27.6pp |
| Annual return | 20.38% | 26.89%-6.5pp | 80.50%-60.1pp | 26.06%-5.7pp |
| Employer contribution / active EE | $8,612 | $3,371+155.5% | $4,624+86.2% | $2,596+231.7% |
| Participant deferral / active EE | $7,301 | $6,525+11.9% | $8,004-8.8% | $4,274+70.8% |
| Admin fee / account holder | $1,536 | $8,287-81.5% | $14,398-89.3% | $7,775-80.2% |