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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 | $91,218 | $106,864-14.6% | $147,318-38.1% | $82,637+10.4% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 20.13% | 27.49%-7.4pp | 70.43%-50.3pp | 53.51%-33.4pp |
| Employer contribution / active EE | $7,653 | $3,417+124.0% | $4,593+66.6% | $2,552+199.9% |
| Participant deferral / active EE | $12,154 | $6,496+87.1% | $7,906+53.7% | $4,126+194.6% |
| Admin fee / account holder | $9,176 | $8,415+9.0% | $13,708-33.1% | $7,339+25.0% |