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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 | $76,480 | $65,712+16.4% | $57,196+33.7% | $273,972-72.1% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 4.04% | 22.01%-18.0pp | 14.59%-10.6pp | 41.46%-37.4pp |
| Employer contribution / active EE | $5,194 | $3,280+58.4% | $2,683+93.6% | $4,869+6.7% |
| Participant deferral / active EE | $8,044 | $3,782+112.7% | $3,096+159.8% | $5,287+52.1% |
| Admin fee / account holder | $786 | $4,838-83.8% | $3,141-75.0% | $10,133-92.2% |