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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 | $81,276+15.3% | $155,574-39.8% | $80,925+15.8% |
| Participation rate | 78.3% | 66.2%+12.1pp | 78.2%+0.1pp | 67.7%+10.7pp |
| Annual return | 16.44% | 33.36%-16.9pp | 64.87%-48.4pp | 35.65%-19.2pp |
| Employer contribution / active EE | $4,908 | $3,103+58.2% | $4,676+5.0% | $2,756+78.1% |
| Participant deferral / active EE | $9,575 | $3,453+177.3% | $5,629+70.1% | $4,299+122.7% |
| Admin fee / account holder | $10,842 | $7,993+35.6% | $15,914-31.9% | $6,940+56.2% |