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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 | $73,092 | $57,073+28.1% | $85,126-14.1% | $80,925-9.7% |
| Participation rate | 79.3% | 56.4%+22.9pp | 67.5%+11.8pp | 67.7%+11.7pp |
| Annual return | 19.20% | 21.69%-2.5pp | 66.63%-47.4pp | 35.65%-16.4pp |
| Employer contribution / active EE | $3,362 | $1,801+86.7% | $2,731+23.1% | $2,756+22.0% |
| Participant deferral / active EE | $3,408 | $3,113+9.5% | $4,523-24.7% | $4,299-20.7% |
| Admin fee / account holder | $7,992 | $4,988+60.2% | $6,160+29.7% | $6,940+15.2% |