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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 | $73,832 | $72,269+2.2% | $101,271-27.1% | $79,852-7.5% |
| Participation rate | 83.7% | 68.5%+15.2pp | 75.8%+7.9pp | 69.6%+14.0pp |
| Annual return | 19.38% | 22.29%-2.9pp | 46.48%-27.1pp | 31.72%-12.3pp |
| Employer contribution / active EE | $4,082 | $2,692+51.6% | $3,660+11.5% | $2,471+65.2% |
| Participant deferral / active EE | $3,451 | $3,282+5.2% | $4,371-21.0% | $3,740-7.7% |
| Admin fee / account holder | $15,225 | $4,401+245.9% | $5,948+156.0% | $5,306+186.9% |