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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 | $59,959 | $93,617-36.0% | $135,982-55.9% | $75,177-20.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 22.65% | 30.89%-8.2pp | 68.32%-45.7pp | 160.75%-138.1pp |
| Employer contribution / active EE | $4,208 | $3,538+18.9% | $4,859-13.4% | $2,671+57.5% |
| Participant deferral / active EE | $9,062 | $6,406+41.5% | $7,760+16.8% | $4,126+119.6% |
| Admin fee / account holder | $17,493 | $6,980+150.6% | $10,767+62.5% | $5,651+209.5% |