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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 | $79,212 | $67,602+17.2% | $82,312-3.8% | $70,126+13.0% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.1pp |
| Annual return | 13.80% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,435 | $1,755+38.8% | $2,428+0.3% | $2,343+4.0% |
| Participant deferral / active EE | $4,178 | $2,987+39.9% | $3,706+12.7% | $3,332+25.4% |
| Admin fee / account holder | $8,967 | $4,512+98.8% | $5,608+59.9% | $4,645+93.0% |