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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 | $83,820 | $57,119+46.7% | $85,187-1.6% | $80,935+3.6% |
| Participation rate | 70.8% | 56.4%+14.4pp | 67.5%+3.3pp | 67.7%+3.2pp |
| Annual return | 20.32% | 21.70%-1.4pp | 66.67%-46.3pp | 35.66%-15.3pp |
| Employer contribution / active EE | $3,523 | $1,802+95.6% | $2,732+28.9% | $2,757+27.8% |
| Participant deferral / active EE | $6,935 | $3,115+122.7% | $4,525+53.3% | $4,299+61.3% |
| Admin fee / account holder | $7,644 | $4,990+53.2% | $6,162+24.0% | $6,924+10.4% |