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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 | $96,309 | $106,524-9.6% | $152,301-36.8% | $87,485+10.1% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.4%+13.7pp | 68.9%+27.2pp |
| Annual return | 19.09% | 26.89%-7.8pp | 80.50%-61.4pp | 26.06%-7.0pp |
| Employer contribution / active EE | $15,128 | $3,371+348.7% | $4,624+227.1% | $2,596+482.7% |
| Participant deferral / active EE | $9,186 | $6,525+40.8% | $8,004+14.8% | $4,274+114.9% |
| Admin fee / account holder | $693 | $8,287-91.6% | $14,398-95.2% | $7,775-91.1% |