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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 | $82,838 | $64,920+27.6% | $103,693-20.1% | $86,983-4.8% |
| Participation rate | 97.1% | 63.6%+33.5pp | 72.6%+24.4pp | 69.5%+27.5pp |
| Annual return | 13.98% | 30.29%-16.3pp | 47.61%-33.6pp | 25.83%-11.9pp |
| Employer contribution / active EE | $4,610 | $2,141+115.3% | $2,920+57.9% | $2,584+78.4% |
| Participant deferral / active EE | $6,043 | $3,241+86.5% | $4,579+32.0% | $4,194+44.1% |
| Admin fee / account holder | $9,453 | $6,191+52.7% | $7,858+20.3% | $7,856+20.3% |