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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 | $79,661 | $72,273+10.2% | $101,275-21.3% | $79,856-0.2% |
| Participation rate | 94.1% | 68.5%+25.7pp | 75.8%+18.3pp | 69.6%+24.5pp |
| Annual return | 23.16% | 22.30%+0.9pp | 46.48%-23.3pp | 31.71%-8.6pp |
| Employer contribution / active EE | $2,304 | $2,691-14.4% | $3,660-37.1% | $2,471-6.8% |
| Participant deferral / active EE | $4,084 | $3,282+24.5% | $4,371-6.6% | $3,741+9.2% |
| Admin fee / account holder | $13,670 | $4,401+210.6% | $5,948+129.8% | $5,306+157.6% |