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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 | $125,515 | $149,446-16.0% | $256,809-51.1% | $94,015+33.5% |
| Participation rate | 96.4% | 85.3%+11.1pp | 88.5%+7.9pp | 70.8%+25.6pp |
| Annual return | 21.17% | 17.55%+3.6pp | 32.73%-11.6pp | 17.84%+3.3pp |
| Employer contribution / active EE | $6,206 | $4,596+35.0% | $7,263-14.6% | $2,790+122.4% |
| Participant deferral / active EE | $17,943 | $6,491+176.4% | $9,520+88.5% | $4,249+322.2% |
| Admin fee / account holder | $2,934 | $24,035-87.8% | $25,146-88.3% | $8,951-67.2% |