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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 | $93,687 | $81,358+15.2% | $155,556-39.8% | $80,959+15.7% |
| Participation rate | 78.3% | 66.3%+12.1pp | 78.2%+0.1pp | 67.7%+10.7pp |
| Annual return | 16.44% | 33.39%-16.9pp | 64.84%-48.4pp | 35.67%-19.2pp |
| Employer contribution / active EE | $4,908 | $3,106+58.0% | $4,675+5.0% | $2,757+78.0% |
| Participant deferral / active EE | $9,575 | $3,455+177.1% | $5,631+70.0% | $4,300+122.7% |
| Admin fee / account holder | $10,842 | $7,994+35.6% | $15,885-31.7% | $6,925+56.6% |