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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 | $84,038 | $106,524-21.1% | $152,301-44.8% | $87,485-3.9% |
| Participation rate | 81.8% | 75.8%+6.1pp | 82.4%-0.6pp | 68.9%+12.9pp |
| Annual return | 20.53% | 26.89%-6.4pp | 80.50%-60.0pp | 26.06%-5.5pp |
| Employer contribution / active EE | $6,150 | $3,371+82.4% | $4,624+33.0% | $2,596+136.9% |
| Participant deferral / active EE | $4,974 | $6,525-23.8% | $8,004-37.9% | $4,274+16.4% |
| Admin fee / account holder | $13,387 | $8,287+61.6% | $14,398-7.0% | $7,775+72.2% |