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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 | $79,884 | $106,864-25.2% | $147,318-45.8% | $82,637-3.3% |
| Participation rate | 74.1% | 75.5%-1.4pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 19.66% | 27.49%-7.8pp | 70.43%-50.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $9,312 | $3,417+172.6% | $4,593+102.8% | $2,552+264.9% |
| Participant deferral / active EE | $5,328 | $6,496-18.0% | $7,906-32.6% | $4,126+29.1% |
| Admin fee / account holder | $3,593 | $8,415-57.3% | $13,708-73.8% | $7,339-51.0% |