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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 | $76,834+2.7% | $108,359-27.2% | $87,485-9.8% |
| Participation rate | 96.8% | 61.7%+35.0pp | 70.1%+26.7pp | 68.9%+27.8pp |
| Annual return | 13.28% | 19.09%-5.8pp | 36.89%-23.6pp | 26.06%-12.8pp |
| Employer contribution / active EE | $4,271 | $1,556+174.4% | $2,399+78.0% | $2,596+64.5% |
| Participant deferral / active EE | $6,950 | $3,100+124.2% | $4,137+68.0% | $4,274+62.6% |
| Admin fee / account holder | $32,285 | $6,537+393.9% | $9,741+231.4% | $7,775+315.3% |