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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 | $79,531 | $64,359+23.6% | $90,161-11.8% | $70,126+13.4% |
| Participation rate | 93.6% | 70.4%+23.2pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 17.15% | 28.13%-11.0pp | 34.89%-17.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $3,527 | $2,046+72.4% | $3,318+6.3% | $2,343+50.6% |
| Participant deferral / active EE | $7,250 | $4,389+65.2% | $5,287+37.1% | $3,332+117.6% |
| Admin fee / account holder | $6,346 | $3,945+60.9% | $5,943+6.8% | $4,645+36.6% |