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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 | $138,385-49.2% | $184,200-61.8% | $80,874-13.1% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.6%+25.2pp |
| Annual return | 24.61% | 20.02%+4.6pp | 28.80%-4.2pp | 35.62%-11.0pp |
| Employer contribution / active EE | $11,088 | $4,849+128.6% | $6,424+72.6% | $2,756+302.4% |
| Participant deferral / active EE | $14,941 | $7,073+111.3% | $9,132+63.6% | $4,297+247.7% |
| Admin fee / account holder | $4,093 | $10,483-61.0% | $13,907-70.6% | $6,935-41.0% |