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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 | $108,825-40.6% | $156,181-58.6% | $82,448-21.6% |
| Participation rate | 90.6% | 72.4%+18.3pp | 78.8%+11.8pp | 68.1%+22.6pp |
| Annual return | 20.13% | 20.59%-0.5pp | 64.87%-44.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $8,886 | $2,870+209.6% | $4,294+106.9% | $2,551+248.3% |
| Participant deferral / active EE | $14,890 | $4,577+225.3% | $6,132+142.8% | $4,139+259.7% |
| Admin fee / account holder | $8,771 | $9,341-6.1% | $14,586-39.9% | $7,234+21.2% |