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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 | $80,851 | $77,472+4.4% | $100,415-19.5% | $80,959-0.1% |
| Participation rate | 89.8% | 76.9%+12.9pp | 81.5%+8.3pp | 67.7%+22.2pp |
| Annual return | 19.83% | 37.26%-17.4pp | 49.47%-29.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $4,514 | $2,800+61.2% | $3,943+14.5% | $2,757+63.7% |
| Participant deferral / active EE | $11,402 | $6,818+67.2% | $8,091+40.9% | $4,300+165.1% |
| Admin fee / account holder | $1,559 | $5,885-73.5% | $7,906-80.3% | $6,925-77.5% |