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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 | $77,668 | $69,977+11.0% | $108,582-28.5% | $62,881+23.5% |
| Participation rate | 92.6% | 72.9%+19.7pp | 79.6%+13.0pp | 69.3%+23.3pp |
| Annual return | 9.90% | 10.73%-0.8pp | -51.70%+61.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $6,635 | $2,135+210.8% | $3,758+76.5% | $2,281+190.9% |
| Participant deferral / active EE | $5,688 | $3,165+79.7% | $4,311+31.9% | $3,203+77.6% |
| Admin fee / account holder | $3,345 | $5,076-34.1% | $7,645-56.2% | $4,296-22.1% |