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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 | $97,452 | $106,524-8.5% | $152,301-36.0% | $87,485+11.4% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.4%+15.0pp | 68.9%+28.5pp |
| Annual return | 29.00% | 26.89%+2.1pp | 80.50%-51.5pp | 26.06%+2.9pp |
| Employer contribution / active EE | $7,408 | $3,371+119.7% | $4,624+60.2% | $2,596+185.3% |
| Participant deferral / active EE | $14,081 | $6,525+115.8% | $8,004+75.9% | $4,274+229.5% |
| Admin fee / account holder | $2,185 | $8,287-73.6% | $14,398-84.8% | $7,775-71.9% |