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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 | $79,751 | $76,407+4.4% | $150,298-46.9% | $82,448-3.3% |
| Participation rate | 92.9% | 66.4%+26.5pp | 77.8%+15.1pp | 68.1%+24.8pp |
| Annual return | 16.50% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $5,901 | $2,614+125.7% | $4,154+42.0% | $2,551+131.3% |
| Participant deferral / active EE | $4,027 | $3,214+25.3% | $5,453-26.1% | $4,139-2.7% |
| Admin fee / account holder | $18,765 | $6,352+195.4% | $14,116+32.9% | $7,234+159.4% |