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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 | $60,968 | $58,627+4.0% | $76,735-20.5% | $82,448-26.1% |
| Participation rate | 95.7% | 63.2%+32.4pp | 69.5%+26.2pp | 68.1%+27.6pp |
| Annual return | 16.82% | 39.10%-22.3pp | 29.77%-12.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $3,919 | $1,729+126.7% | $2,454+59.7% | $2,551+53.6% |
| Participant deferral / active EE | $6,930 | $3,134+121.2% | $4,088+69.5% | $4,139+67.4% |
| Admin fee / account holder | $12,828 | $5,323+141.0% | $7,189+78.4% | $7,234+77.3% |