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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 | $96,289-16.0% | $213,469-62.1% | $87,485-7.5% |
| Participation rate | 88.9% | 69.6%+19.3pp | 77.1%+11.8pp | 68.9%+20.0pp |
| Annual return | 12.46% | 17.78%-5.3pp | 20.58%-8.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $4,721 | $3,035+55.5% | $4,994-5.5% | $2,596+81.8% |
| Participant deferral / active EE | $6,211 | $4,750+30.8% | $6,841-9.2% | $4,274+45.3% |
| Admin fee / account holder | $25,237 | $9,670+161.0% | $27,141-7.0% | $7,775+224.6% |