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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 | $106,749-25.0% | $145,433-45.0% | $82,448-2.9% |
| Participation rate | 95.5% | 75.6%+19.8pp | 82.1%+13.3pp | 68.1%+27.4pp |
| Annual return | 18.57% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,805 | $3,444-18.6% | $4,554-38.4% | $2,551+10.0% |
| Participant deferral / active EE | $11,115 | $6,519+70.5% | $7,897+40.7% | $4,139+168.5% |
| Admin fee / account holder | $10,367 | $8,390+23.6% | $13,129-21.0% | $7,234+43.3% |