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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 | $82,321 | $55,713+47.8% | $75,901+8.5% | $72,975+12.8% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.3%+20.7pp | 69.5%+20.5pp |
| Annual return | 17.46% | 27.60%-10.1pp | 30.76%-13.3pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,930 | $1,687+14.4% | $2,501-22.8% | $2,440-20.9% |
| Participant deferral / active EE | $3,329 | $2,634+26.4% | $3,603-7.6% | $3,608-7.7% |
| Admin fee / account holder | $6,909 | $3,980+73.6% | $5,420+27.5% | $5,124+34.8% |