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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 | $65,468 | $56,894+15.1% | $84,753-22.8% | $62,881+4.1% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 15.25% | 6.30%+8.9pp | 22.78%-7.5pp | 20.14%-4.9pp |
| Employer contribution / active EE | $8,373 | $2,400+248.9% | $3,574+134.3% | $2,281+267.1% |
| Participant deferral / active EE | $4,851 | $2,709+79.0% | $3,712+30.7% | $3,203+51.4% |
| Admin fee / account holder | $4,335 | $3,581+21.1% | $5,333-18.7% | $4,296+0.9% |