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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 | $74,488 | $53,774+38.5% | $134,162-44.5% | $79,856-6.7% |
| Participation rate | 86.8% | 58.8%+28.1pp | 72.2%+14.7pp | 69.6%+17.2pp |
| Annual return | 17.42% | 19.01%-1.6pp | 36.35%-18.9pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,119 | $1,322+211.7% | $3,705+11.2% | $2,471+66.7% |
| Participant deferral / active EE | $4,882 | $2,420+101.8% | $3,500+39.5% | $3,741+30.5% |
| Admin fee / account holder | $7,760 | $3,985+94.7% | $6,685+16.1% | $5,306+46.2% |