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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 | $67,287 | $56,054+20.0% | $171,082-60.7% | $62,881+7.0% |
| Participation rate | 98.1% | 62.9%+35.2pp | 76.7%+21.4pp | 69.3%+28.8pp |
| Annual return | 11.39% | 22.52%-11.1pp | 32.56%-21.2pp | 20.14%-8.8pp |
| Employer contribution / active EE | $5,064 | $1,731+192.5% | $4,002+26.5% | $2,281+122.0% |
| Participant deferral / active EE | $11,155 | $3,158+253.2% | $4,797+132.5% | $3,203+248.3% |
| Admin fee / account holder | $2,714 | $3,647-25.6% | $8,520-68.1% | $4,296-36.8% |