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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 | $92,811-12.8% | $238,191-66.0% | $86,983-7.0% |
| Participation rate | 88.9% | 69.3%+19.6pp | 77.1%+11.8pp | 69.5%+19.3pp |
| Annual return | 12.46% | 16.16%-3.7pp | 13.02%-0.6pp | 25.83%-13.4pp |
| Employer contribution / active EE | $4,721 | $2,728+73.0% | $5,082-7.1% | $2,584+82.7% |
| Participant deferral / active EE | $6,211 | $4,479+38.7% | $6,726-7.7% | $4,194+48.1% |
| Admin fee / account holder | $25,237 | $9,177+175.0% | $34,582-27.0% | $7,856+221.2% |