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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 | $74,521 | $81,476-8.5% | $102,383-27.2% | $80,925-7.9% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 18.14% | 25.59%-7.5pp | 24.94%-6.8pp | 35.65%-17.5pp |
| Employer contribution / active EE | $4,630 | $3,105+49.1% | $3,870+19.6% | $2,756+68.0% |
| Participant deferral / active EE | $12,617 | $3,871+225.9% | $5,060+149.4% | $4,299+193.5% |
| Admin fee / account holder | $8,374 | $6,717+24.7% | $8,391-0.2% | $6,940+20.7% |