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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 | $84,947 | $63,082+34.7% | $81,716+4.0% | $79,852+6.4% |
| Participation rate | 76.3% | 67.5%+8.7pp | 72.0%+4.3pp | 69.6%+6.6pp |
| Annual return | 12.63% | 22.66%-10.0pp | 29.49%-16.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $5,825 | $1,795+224.5% | $4,310+35.1% | $2,471+135.7% |
| Participant deferral / active EE | $6,701 | $2,780+141.0% | $7,108-5.7% | $3,740+79.1% |
| Admin fee / account holder | $21,630 | $4,428+388.4% | $5,159+319.2% | $5,306+307.6% |