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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 | $72,768 | $67,602+7.6% | $82,312-11.6% | $70,126+3.8% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+6.9pp |
| Annual return | 12.26% | 21.57%-9.3pp | 25.88%-13.6pp | 73.15%-60.9pp |
| Employer contribution / active EE | $4,350 | $1,755+147.9% | $2,428+79.1% | $2,343+85.7% |
| Participant deferral / active EE | $2,472 | $2,987-17.2% | $3,706-33.3% | $3,332-25.8% |
| Admin fee / account holder | $19,013 | $4,512+321.4% | $5,608+239.0% | $4,645+309.3% |