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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 | $82,166 | $106,749-23.0% | $145,433-43.5% | $82,448-0.3% |
| Participation rate | 78.4% | 75.6%+2.8pp | 82.1%-3.7pp | 68.1%+10.4pp |
| Annual return | 16.47% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $5,646 | $3,444+63.9% | $4,554+24.0% | $2,551+121.3% |
| Participant deferral / active EE | $6,975 | $6,519+7.0% | $7,897-11.7% | $4,139+68.5% |
| Admin fee / account holder | $9,089 | $8,390+8.3% | $13,129-30.8% | $7,234+25.6% |