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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 | $80,697 | $81,331-0.8% | $155,534-48.1% | $80,935-0.3% |
| Participation rate | 92.6% | 66.3%+26.3pp | 78.2%+14.4pp | 67.7%+24.9pp |
| Annual return | 12.50% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $4,868 | $3,105+56.8% | $4,675+4.1% | $2,757+76.6% |
| Participant deferral / active EE | $6,689 | $3,454+93.6% | $5,630+18.8% | $4,299+55.6% |
| Admin fee / account holder | $4,504 | $7,999-43.7% | $15,900-71.7% | $6,924-34.9% |