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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 | $80,150 | $138,393-42.1% | $184,256-56.5% | $80,959-1.0% |
| Participation rate | 93.3% | 83.9%+9.4pp | 86.8%+6.5pp | 67.7%+25.7pp |
| Annual return | 14.93% | 20.01%-5.1pp | 28.85%-13.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $8,562 | $4,847+76.6% | $6,427+33.2% | $2,757+210.6% |
| Participant deferral / active EE | $19,673 | $7,076+178.0% | $9,133+115.4% | $4,300+357.5% |
| Admin fee / account holder | $1,706 | $10,489-83.7% | $13,899-87.7% | $6,925-75.4% |