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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 | $70,365 | $80,992-13.1% | $96,534-27.1% | $75,173-6.4% |
| Participation rate | 80.5% | 71.8%+8.7pp | 76.0%+4.5pp | 67.2%+13.3pp |
| Annual return | 29.52% | 27.05%+2.5pp | 25.88%+3.6pp | 160.72%-131.2pp |
| Employer contribution / active EE | $4,083 | $2,283+78.9% | $2,965+37.7% | $2,671+52.9% |
| Participant deferral / active EE | $8,175 | $3,929+108.1% | $4,851+68.5% | $4,126+98.1% |
| Admin fee / account holder | $2,122 | $6,717-68.4% | $8,253-74.3% | $5,651-62.4% |