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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 | $107,421-25.4% | $182,262-56.0% | $94,015-14.7% |
| Participation rate | 93.1% | 77.8%+15.3pp | 84.2%+8.9pp | 70.8%+22.3pp |
| Annual return | 22.89% | 21.32%+1.6pp | 140.60%-117.7pp | 17.84%+5.0pp |
| Employer contribution / active EE | $7,101 | $3,448+106.0% | $5,046+40.7% | $2,790+154.5% |
| Participant deferral / active EE | $13,925 | $6,558+112.3% | $8,276+68.2% | $4,249+227.7% |
| Admin fee / account holder | $4,173 | $8,692-52.0% | $16,712-75.0% | $8,951-53.4% |