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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 | $73,287 | $109,359-33.0% | $162,177-54.8% | $72,975+0.4% |
| Participation rate | 90.3% | 84.3%+6.1pp | 87.6%+2.8pp | 69.5%+20.8pp |
| Annual return | 28.96% | 25.46%+3.5pp | 115.60%-86.6pp | 81.01%-52.1pp |
| Employer contribution / active EE | $7,699 | $3,907+97.0% | $5,613+37.2% | $2,440+215.5% |
| Participant deferral / active EE | $9,717 | $5,481+77.3% | $7,297+33.2% | $3,608+169.3% |
| Admin fee / account holder | $8,476 | $7,972+6.3% | $10,843-21.8% | $5,124+65.4% |