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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 | $77,475 | $57,065+35.8% | $75,670+2.4% | $70,131+10.5% |
| Participation rate | 92.6% | 68.1%+24.5pp | 72.3%+20.2pp | 69.5%+23.1pp |
| Annual return | 17.06% | 23.57%-6.5pp | 27.34%-10.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $3,371 | $1,817+85.6% | $2,352+43.4% | $2,342+43.9% |
| Participant deferral / active EE | $4,298 | $2,580+66.6% | $3,142+36.8% | $3,332+29.0% |
| Admin fee / account holder | $31,002 | $3,825+710.5% | $5,800+434.5% | $4,645+567.4% |