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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 | $80,185 | $106,524-24.7% | $152,301-47.4% | $87,485-8.3% |
| Participation rate | 93.1% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.2pp |
| Annual return | 22.89% | 26.89%-4.0pp | 80.50%-57.6pp | 26.06%-3.2pp |
| Employer contribution / active EE | $7,101 | $3,371+110.6% | $4,624+53.6% | $2,596+173.5% |
| Participant deferral / active EE | $13,925 | $6,525+113.4% | $8,004+74.0% | $4,274+225.8% |
| Admin fee / account holder | $4,173 | $8,287-49.6% | $14,398-71.0% | $7,775-46.3% |