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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 | $70,813 | $78,197-9.4% | $98,090-27.8% | $82,637-14.3% |
| Participation rate | 87.9% | 77.5%+10.4pp | 81.5%+6.3pp | 68.1%+19.8pp |
| Annual return | 15.12% | 40.25%-25.1pp | 37.05%-21.9pp | 53.51%-38.4pp |
| Employer contribution / active EE | $3,839 | $2,605+47.4% | $3,606+6.5% | $2,552+50.4% |
| Participant deferral / active EE | $7,060 | $6,636+6.4% | $7,845-10.0% | $4,126+71.1% |
| Admin fee / account holder | $11,460 | $14,832-22.7% | $11,815-3.0% | $7,339+56.2% |