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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 | $75,773 | $101,752-25.5% | $164,928-54.1% | $80,911-6.4% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 15.71% | 16.73%-1.0pp | 70.08%-54.4pp | 35.63%-19.9pp |
| Employer contribution / active EE | $4,835 | $2,953+63.7% | $4,343+11.3% | $2,756+75.4% |
| Participant deferral / active EE | $9,554 | $4,477+113.4% | $6,034+58.4% | $4,297+122.3% |
| Admin fee / account holder | $28,278 | $8,218+244.1% | $12,684+122.9% | $6,935+307.8% |