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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 | $80,867 | $106,864-24.3% | $147,318-45.1% | $82,637-2.1% |
| Participation rate | 89.3% | 75.5%+13.8pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 21.56% | 27.49%-5.9pp | 70.43%-48.9pp | 53.51%-32.0pp |
| Employer contribution / active EE | $4,368 | $3,417+27.8% | $4,593-4.9% | $2,552+71.1% |
| Participant deferral / active EE | $13,320 | $6,496+105.1% | $7,906+68.5% | $4,126+222.8% |
| Admin fee / account holder | $5,874 | $8,415-30.2% | $13,708-57.1% | $7,339-20.0% |