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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 | $63,420 | $57,590+10.1% | $86,233-26.5% | $82,448-23.1% |
| Participation rate | 72.4% | 57.9%+14.5pp | 69.0%+3.4pp | 68.1%+4.3pp |
| Annual return | 18.74% | 22.41%-3.7pp | 61.39%-42.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,748 | $1,655+126.4% | $2,504+49.6% | $2,551+46.9% |
| Participant deferral / active EE | $8,624 | $3,080+180.0% | $4,559+89.2% | $4,139+108.4% |
| Admin fee / account holder | $1,361 | $4,730-71.2% | $8,342-83.7% | $7,234-81.2% |