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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 | $70,189 | $94,031-25.4% | $115,768-39.4% | $82,448-14.9% |
| Participation rate | 88.8% | 70.4%+18.3pp | 74.4%+14.4pp | 68.1%+20.7pp |
| Annual return | 16.66% | 20.61%-3.9pp | 100.46%-83.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,078 | $2,323+32.5% | $2,940+4.7% | $2,551+20.7% |
| Participant deferral / active EE | $4,525 | $3,972+13.9% | $4,917-8.0% | $4,139+9.3% |
| Admin fee / account holder | $17,047 | $10,249+66.3% | $12,439+37.0% | $7,234+135.6% |