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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 | $75,280 | $80,705-6.7% | $115,768-35.0% | $67,986+10.7% |
| Participation rate | 73.0% | 63.0%+10.1pp | 74.4%-1.3pp | 57.2%+15.8pp |
| Annual return | 21.19% | 18.49%+2.7pp | 100.46%-79.3pp | 31.67%-10.5pp |
| Employer contribution / active EE | $2,426 | $2,046+18.5% | $2,940-17.5% | $2,019+20.2% |
| Participant deferral / active EE | $8,128 | $3,559+128.4% | $4,917+65.3% | $3,358+142.0% |
| Admin fee / account holder | $14,261 | $4,135+244.9% | $12,439+14.6% | $3,203+345.2% |