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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 | $77,574+1.7% | $108,753-27.5% | $86,983-9.3% |
| Participation rate | 96.8% | 62.3%+34.5pp | 71.1%+25.7pp | 69.5%+27.2pp |
| Annual return | 13.28% | 18.42%-5.1pp | 37.47%-24.2pp | 25.83%-12.6pp |
| Employer contribution / active EE | $4,271 | $1,611+165.2% | $2,427+76.0% | $2,584+65.3% |
| Participant deferral / active EE | $6,950 | $3,128+122.1% | $4,115+68.9% | $4,194+65.7% |
| Admin fee / account holder | $32,285 | $6,529+394.5% | $10,320+212.9% | $7,856+311.0% |