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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 | $70,286 | $106,749-34.2% | $145,433-51.7% | $82,448-14.8% |
| Participation rate | 88.3% | 75.6%+12.7pp | 82.1%+6.2pp | 68.1%+20.2pp |
| Annual return | 21.94% | 27.59%-5.7pp | 66.58%-44.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $4,301 | $3,444+24.9% | $4,554-5.6% | $2,551+68.6% |
| Participant deferral / active EE | $9,316 | $6,519+42.9% | $7,897+18.0% | $4,139+125.1% |
| Admin fee / account holder | $2,118 | $8,390-74.8% | $13,129-83.9% | $7,234-70.7% |