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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 | $81,036 | $65,361+24.0% | $92,903-12.8% | $72,983+11.0% |
| Participation rate | 87.0% | 68.3%+18.7pp | 76.0%+11.0pp | 69.5%+17.6pp |
| Annual return | 20.26% | 42.11%-21.8pp | 109.43%-89.2pp | 81.01%-60.7pp |
| Employer contribution / active EE | $2,844 | $2,594+9.6% | $3,653-22.1% | $2,440+16.6% |
| Participant deferral / active EE | $5,444 | $3,128+74.0% | $4,238+28.5% | $3,608+50.9% |
| Admin fee / account holder | $7,677 | $4,251+80.6% | $5,795+32.5% | $5,124+49.8% |