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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 | $78,027-9.1% | $178,528-60.3% | $80,925-12.3% |
| Participation rate | 80.0% | 65.7%+14.3pp | 77.1%+2.9pp | 67.7%+12.3pp |
| Annual return | 19.74% | 18.09%+1.6pp | 27.11%-7.4pp | 35.65%-15.9pp |
| Employer contribution / active EE | $4,790 | $2,281+110.0% | $3,950+21.3% | $2,756+73.8% |
| Participant deferral / active EE | $8,978 | $4,408+103.7% | $6,278+43.0% | $4,299+108.9% |
| Admin fee / account holder | $8,695 | $7,168+21.3% | $10,419-16.5% | $6,940+25.3% |