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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 | $71,240 | $81,476-12.6% | $102,383-30.4% | $80,925-12.0% |
| Participation rate | 90.5% | 66.8%+23.6pp | 74.5%+16.0pp | 67.7%+22.8pp |
| Annual return | 11.65% | 25.59%-13.9pp | 24.94%-13.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $3,676 | $3,105+18.4% | $3,870-5.0% | $2,756+33.4% |
| Participant deferral / active EE | $8,436 | $3,871+117.9% | $5,060+66.7% | $4,299+96.3% |
| Admin fee / account holder | $10,574 | $6,717+57.4% | $8,391+26.0% | $6,940+52.4% |