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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 | $78,951 | $86,919-9.2% | $102,457-22.9% | $80,911-2.4% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.6%+25.1pp |
| Annual return | 11.01% | 18.90%-7.9pp | 29.41%-18.4pp | 35.63%-24.6pp |
| Employer contribution / active EE | $4,701 | $2,368+98.5% | $3,022+55.6% | $2,756+70.6% |
| Participant deferral / active EE | $8,642 | $4,119+109.8% | $5,054+71.0% | $4,297+101.1% |
| Admin fee / account holder | $8,653 | $8,049+7.5% | $9,451-8.4% | $6,935+24.8% |