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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 | $70,934 | $78,015-9.1% | $178,505-60.3% | $80,959-12.4% |
| Participation rate | 80.0% | 65.7%+14.3pp | 77.1%+2.9pp | 67.7%+12.3pp |
| Annual return | 19.74% | 18.10%+1.6pp | 27.16%-7.4pp | 35.67%-15.9pp |
| Employer contribution / active EE | $4,790 | $2,281+110.0% | $3,955+21.1% | $2,757+73.7% |
| Participant deferral / active EE | $8,978 | $4,406+103.8% | $6,280+43.0% | $4,300+108.8% |
| Admin fee / account holder | $8,695 | $7,160+21.4% | $10,428-16.6% | $6,925+25.6% |