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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 | $76,783 | $72,471+5.9% | $94,215-18.5% | $86,983-11.7% |
| Participation rate | 92.6% | 63.9%+28.7pp | 70.0%+22.6pp | 69.5%+23.1pp |
| Annual return | 13.12% | 26.44%-13.3pp | 28.22%-15.1pp | 25.83%-12.7pp |
| Employer contribution / active EE | $3,721 | $1,936+92.2% | $2,675+39.1% | $2,584+44.0% |
| Participant deferral / active EE | $5,634 | $3,397+65.9% | $4,276+31.8% | $4,194+34.3% |
| Admin fee / account holder | $7,182 | $6,468+11.0% | $10,216-29.7% | $7,856-8.6% |