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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 | $91,879 | $106,749-13.9% | $145,433-36.8% | $82,448+11.4% |
| Participation rate | 97.8% | 75.6%+22.2pp | 82.1%+15.7pp | 68.1%+29.8pp |
| Annual return | 27.39% | 27.59%-0.2pp | 66.58%-39.2pp | 41.64%-14.3pp |
| Employer contribution / active EE | $20,794 | $3,444+503.7% | $4,554+356.6% | $2,551+715.1% |
| Participant deferral / active EE | $27,604 | $6,519+323.5% | $7,897+249.5% | $4,139+566.9% |
| Admin fee / account holder | $27,690 | $8,390+230.0% | $13,129+110.9% | $7,234+282.8% |