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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 | $64,010 | $67,602-5.3% | $82,312-22.2% | $70,126-8.7% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.9%+16.1pp | 69.5%+23.4pp |
| Annual return | 14.56% | 21.57%-7.0pp | 25.88%-11.3pp | 73.15%-58.6pp |
| Employer contribution / active EE | $3,758 | $1,755+114.1% | $2,428+54.8% | $2,343+60.4% |
| Participant deferral / active EE | $4,520 | $2,987+51.3% | $3,706+22.0% | $3,332+35.7% |
| Admin fee / account holder | $6,912 | $4,512+53.2% | $5,608+23.3% | $4,645+48.8% |