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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 | $106,749-24.9% | $145,433-44.9% | $82,448-2.7% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 22.89% | 27.59%-4.7pp | 66.58%-43.7pp | 41.64%-18.7pp |
| Employer contribution / active EE | $7,101 | $3,444+106.2% | $4,554+55.9% | $2,551+178.4% |
| Participant deferral / active EE | $13,925 | $6,519+113.6% | $7,897+76.3% | $4,139+236.4% |
| Admin fee / account holder | $4,173 | $8,390-50.3% | $13,129-68.2% | $7,234-42.3% |