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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 | $64,662 | $114,712-43.6% | $173,730-62.8% | $87,485-26.1% |
| Participation rate | 90.6% | 73.0%+17.6pp | 79.6%+11.1pp | 68.9%+21.7pp |
| Annual return | 20.13% | 20.18%-0.1pp | 19.96%+0.2pp | 26.06%-5.9pp |
| Employer contribution / active EE | $8,886 | $2,904+206.0% | $4,577+94.1% | $2,596+242.3% |
| Participant deferral / active EE | $14,890 | $4,642+220.8% | $6,326+135.4% | $4,274+248.4% |
| Admin fee / account holder | $8,771 | $10,210-14.1% | $17,523-49.9% | $7,775+12.8% |