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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 | $68,354 | $47,848+42.9% | $81,473-16.1% | $70,126-2.5% |
| Participation rate | 93.3% | 58.3%+35.1pp | 68.0%+25.4pp | 69.5%+23.8pp |
| Annual return | 16.18% | 27.25%-11.1pp | 38.78%-22.6pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,875 | $1,527+22.8% | $2,568-27.0% | $2,343-19.9% |
| Participant deferral / active EE | $2,846 | $2,453+16.0% | $3,537-19.5% | $3,332-14.6% |
| Admin fee / account holder | $6,025 | $3,145+91.6% | $4,561+32.1% | $4,645+29.7% |