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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 | $81,908 | $63,904+28.2% | $89,340-8.3% | $67,986+20.5% |
| Participation rate | 75.0% | 54.3%+20.7pp | 69.6%+5.4pp | 57.2%+17.8pp |
| Annual return | 16.43% | 18.09%-1.7pp | 20.57%-4.1pp | 31.67%-15.2pp |
| Employer contribution / active EE | $2,713 | $1,627+66.7% | $2,231+21.6% | $2,019+34.4% |
| Participant deferral / active EE | $4,050 | $2,691+50.5% | $3,823+5.9% | $3,358+20.6% |
| Admin fee / account holder | $5,640 | $3,315+70.1% | $6,704-15.9% | $3,203+76.1% |