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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 | $80,921 | $92,041-12.1% | $299,830-73.0% | $94,015-13.9% |
| Participation rate | 88.9% | 71.4%+17.4pp | 78.5%+10.4pp | 70.8%+18.1pp |
| Annual return | 12.46% | 15.24%-2.8pp | 10.58%+1.9pp | 17.84%-5.4pp |
| Employer contribution / active EE | $4,721 | $2,506+88.4% | $5,842-19.2% | $2,790+69.2% |
| Participant deferral / active EE | $6,211 | $4,287+44.9% | $7,038-11.7% | $4,249+46.2% |
| Admin fee / account holder | $25,237 | $8,997+180.5% | $50,982-50.5% | $8,951+181.9% |