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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 | $106,864-25.0% | $147,318-45.6% | $82,637-3.0% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 22.89% | 27.49%-4.6pp | 70.43%-47.5pp | 53.51%-30.6pp |
| Employer contribution / active EE | $7,101 | $3,417+107.8% | $4,593+54.6% | $2,552+178.2% |
| Participant deferral / active EE | $13,925 | $6,496+114.4% | $7,906+76.1% | $4,126+237.5% |
| Admin fee / account holder | $4,173 | $8,415-50.4% | $13,708-69.6% | $7,339-43.1% |