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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 | $92,666 | $76,551+21.1% | $123,894-25.2% | $62,881+47.4% |
| Participation rate | 92.1% | 73.0%+19.1pp | 81.4%+10.7pp | 69.3%+22.8pp |
| Annual return | 11.37% | 18.68%-7.3pp | 47.52%-36.1pp | 20.14%-8.8pp |
| Employer contribution / active EE | $2,676 | $2,882-7.2% | $4,617-42.0% | $2,281+17.3% |
| Participant deferral / active EE | $7,439 | $4,840+53.7% | $5,984+24.3% | $3,203+132.3% |
| Admin fee / account holder | $1,958 | $4,826-59.4% | $8,357-76.6% | $4,296-54.4% |