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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 | $89,903 | $123,793-27.4% | $177,827-49.4% | $79,858+12.6% |
| Participation rate | 93.9% | 84.7%+9.3pp | 87.7%+6.2pp | 69.6%+24.3pp |
| Annual return | 15.02% | 22.82%-7.8pp | 48.32%-33.3pp | 31.72%-16.7pp |
| Employer contribution / active EE | $6,229 | $4,095+52.1% | $5,918+5.2% | $2,471+152.1% |
| Participant deferral / active EE | $13,497 | $5,956+126.6% | $7,713+75.0% | $3,740+260.9% |
| Admin fee / account holder | $23,400 | $7,243+223.1% | $12,429+88.3% | $5,306+341.0% |