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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 | $63,808 | $71,523-10.8% | $98,461-35.2% | $71,511-10.8% |
| Participation rate | 80.5% | 72.7%+7.8pp | 75.2%+5.3pp | 67.9%+12.6pp |
| Annual return | 22.02% | 32.43%-10.4pp | 21.17%+0.8pp | 28.86%-6.8pp |
| Employer contribution / active EE | $6,156 | $2,399+156.5% | $3,049+101.9% | $2,589+137.7% |
| Participant deferral / active EE | $8,099 | $4,109+97.1% | $4,738+70.9% | $4,291+88.8% |
| Admin fee / account holder | $27,438 | $1,676+1537.2% | $8,961+206.2% | $1,588+1627.3% |