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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 | $70,284 | $138,393-49.2% | $184,256-61.9% | $80,959-13.2% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.7%+25.2pp |
| Annual return | 24.61% | 20.01%+4.6pp | 28.85%-4.2pp | 35.67%-11.1pp |
| Employer contribution / active EE | $11,088 | $4,847+128.7% | $6,427+72.5% | $2,757+302.1% |
| Participant deferral / active EE | $14,941 | $7,076+111.1% | $9,133+63.6% | $4,300+247.4% |
| Admin fee / account holder | $4,093 | $10,489-61.0% | $13,899-70.6% | $6,925-40.9% |