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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 | $80,054 | $107,421-25.5% | $182,262-56.1% | $94,015-14.8% |
| Participation rate | 95.5% | 77.8%+17.7pp | 84.2%+11.2pp | 70.8%+24.6pp |
| Annual return | 18.57% | 21.32%-2.7pp | 140.60%-122.0pp | 17.84%+0.7pp |
| Employer contribution / active EE | $2,805 | $3,448-18.6% | $5,046-44.4% | $2,790+0.5% |
| Participant deferral / active EE | $11,115 | $6,558+69.5% | $8,276+34.3% | $4,249+161.6% |
| Admin fee / account holder | $10,367 | $8,692+19.3% | $16,712-38.0% | $8,951+15.8% |