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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 | $75,672 | $97,550-22.4% | $120,344-37.1% | $87,485-13.5% |
| Participation rate | 97.9% | 72.8%+25.0pp | 76.7%+21.2pp | 68.9%+28.9pp |
| Annual return | 16.64% | 18.41%-1.8pp | 20.30%-3.7pp | 26.06%-9.4pp |
| Employer contribution / active EE | $4,259 | $2,291+85.9% | $3,020+41.0% | $2,596+64.0% |
| Participant deferral / active EE | $7,664 | $4,230+81.2% | $5,135+49.3% | $4,274+79.3% |
| Admin fee / account holder | $17,760 | $9,543+86.1% | $12,742+39.4% | $7,775+128.4% |