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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 | $78,850 | $73,978+6.6% | $96,515-18.3% | $75,173+4.9% |
| Participation rate | 90.3% | 66.4%+23.9pp | 74.3%+16.0pp | 67.2%+23.1pp |
| Annual return | 13.59% | 26.72%-13.1pp | 35.73%-22.1pp | 160.72%-147.1pp |
| Employer contribution / active EE | $3,545 | $2,931+21.0% | $3,740-5.2% | $2,671+32.7% |
| Participant deferral / active EE | $5,381 | $3,660+47.0% | $4,880+10.3% | $4,126+30.4% |
| Admin fee / account holder | $8,983 | $5,219+72.1% | $6,735+33.4% | $5,651+59.0% |