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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 | $78,875 | $73,787+6.9% | $98,716-20.1% | $82,448-4.3% |
| Participation rate | 96.8% | 61.4%+35.4pp | 69.3%+27.5pp | 68.1%+28.7pp |
| Annual return | 13.28% | 18.57%-5.3pp | 31.81%-18.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $4,271 | $1,511+182.6% | $2,279+87.5% | $2,551+67.4% |
| Participant deferral / active EE | $6,950 | $3,081+125.5% | $4,048+71.7% | $4,139+67.9% |
| Admin fee / account holder | $32,285 | $6,500+396.7% | $8,703+271.0% | $7,234+346.3% |