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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 | $91,743 | $81,504+12.6% | $102,437-10.4% | $80,959+13.3% |
| Participation rate | 88.9% | 66.9%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 24.23% | 25.60%-1.4pp | 24.95%-0.7pp | 35.67%-11.4pp |
| Employer contribution / active EE | $6,642 | $3,104+114.0% | $3,871+71.6% | $2,757+140.9% |
| Participant deferral / active EE | $6,569 | $3,871+69.7% | $5,060+29.8% | $4,300+52.8% |
| Admin fee / account holder | $1,980 | $6,719-70.5% | $8,388-76.4% | $6,925-71.4% |