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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 | $94,191 | $72,269+30.3% | $101,271-7.0% | $79,852+18.0% |
| Participation rate | 73.1% | 68.5%+4.6pp | 75.8%-2.7pp | 69.6%+3.4pp |
| Annual return | 15.82% | 22.29%-6.5pp | 46.48%-30.7pp | 31.72%-15.9pp |
| Employer contribution / active EE | $6,261 | $2,692+132.6% | $3,660+71.1% | $2,471+153.4% |
| Participant deferral / active EE | $4,386 | $3,282+33.7% | $4,371+0.3% | $3,740+17.3% |
| Admin fee / account holder | $8,343 | $4,401+89.6% | $5,948+40.3% | $5,306+57.2% |