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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 | $94,698 | $72,273+31.0% | $101,275-6.5% | $79,856+18.6% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 17.73% | 22.30%-4.6pp | 46.48%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $8,465 | $2,691+214.6% | $3,660+131.3% | $2,471+242.6% |
| Participant deferral / active EE | $4,974 | $3,282+51.6% | $4,371+13.8% | $3,741+33.0% |
| Admin fee / account holder | $2,934 | $4,401-33.3% | $5,948-50.7% | $5,306-44.7% |