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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 | $68,656 | $138,386-50.4% | $184,260-62.7% | $80,935-15.2% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.7%+24.6pp |
| Annual return | 16.89% | 20.02%-3.1pp | 28.84%-11.9pp | 35.66%-18.8pp |
| Employer contribution / active EE | $9,304 | $4,851+91.8% | $6,427+44.8% | $2,757+237.5% |
| Participant deferral / active EE | $14,346 | $7,076+102.8% | $9,133+57.1% | $4,299+233.7% |
| Admin fee / account holder | $822 | $10,489-92.2% | $13,898-94.1% | $6,924-88.1% |