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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 | $116,946 | $106,749+9.6% | $145,433-19.6% | $82,448+41.8% |
| Participation rate | 96.2% | 75.6%+20.5pp | 82.1%+14.0pp | 68.1%+28.1pp |
| Annual return | 16.48% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $8,340 | $3,444+142.1% | $4,554+83.1% | $2,551+226.9% |
| Participant deferral / active EE | $8,784 | $6,519+34.8% | $7,897+11.2% | $4,139+112.2% |
| Admin fee / account holder | $4,185 | $8,390-50.1% | $13,129-68.1% | $7,234-42.2% |