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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 | $60,440 | $76,551-21.0% | $123,894-51.2% | $62,881-3.9% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 8.40% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,078 | $2,882+6.8% | $4,617-33.3% | $2,281+34.9% |
| Participant deferral / active EE | $7,292 | $4,840+50.7% | $5,984+21.9% | $3,203+127.7% |
| Admin fee / account holder | $14,445 | $4,826+199.3% | $8,357+72.9% | $4,296+236.3% |