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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 | $68,110 | $46,877+45.3% | $122,354-44.3% | $70,124-2.9% |
| Participation rate | 84.6% | 58.2%+26.4pp | 71.6%+13.0pp | 69.5%+15.1pp |
| Annual return | 18.60% | 24.22%-5.6pp | 30.28%-11.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $3,879 | $1,288+201.1% | $4,051-4.2% | $2,342+65.6% |
| Participant deferral / active EE | $6,059 | $2,167+179.6% | $3,287+84.3% | $3,332+81.8% |
| Admin fee / account holder | $12,737 | $3,324+283.2% | $5,479+132.5% | $4,645+174.2% |