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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 | $67,126 | $76,551-12.3% | $123,894-45.8% | $62,881+6.8% |
| Participation rate | 92.8% | 73.0%+19.8pp | 81.4%+11.3pp | 69.3%+23.4pp |
| Annual return | 6.62% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,979 | $2,882+38.0% | $4,617-13.8% | $2,281+74.5% |
| Participant deferral / active EE | $9,484 | $4,840+96.0% | $5,984+58.5% | $3,203+196.1% |
| Admin fee / account holder | $6,968 | $4,826+44.4% | $8,357-16.6% | $4,296+62.2% |