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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 | $72,686 | $86,940-16.4% | $102,434-29.0% | $80,935-10.2% |
| Participation rate | 91.0% | 72.4%+18.7pp | 76.5%+14.5pp | 67.7%+23.4pp |
| Annual return | 20.05% | 18.89%+1.2pp | 29.46%-9.4pp | 35.66%-15.6pp |
| Employer contribution / active EE | $6,235 | $2,370+163.1% | $3,023+106.3% | $2,757+126.2% |
| Participant deferral / active EE | $16,271 | $4,121+294.8% | $5,055+221.9% | $4,299+278.4% |
| Admin fee / account holder | $1,985 | $8,047-75.3% | $9,462-79.0% | $6,924-71.3% |