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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 | $77,358 | $83,485-7.3% | $125,195-38.2% | $72,976+6.0% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.5%+21.9pp |
| Annual return | 17.30% | 25.77%-8.5pp | 43.79%-26.5pp | 81.02%-63.7pp |
| Employer contribution / active EE | $5,873 | $2,346+150.4% | $3,866+51.9% | $2,440+140.7% |
| Participant deferral / active EE | $8,129 | $3,586+126.7% | $4,937+64.6% | $3,608+125.3% |
| Admin fee / account holder | $12,780 | $5,518+131.6% | $9,704+31.7% | $5,124+149.4% |