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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 | $82,842 | $78,015+6.2% | $178,505-53.6% | $80,959+2.3% |
| Participation rate | 96.2% | 65.7%+30.5pp | 77.1%+19.0pp | 67.7%+28.5pp |
| Annual return | 13.60% | 18.10%-4.5pp | 27.16%-13.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $3,330 | $2,281+46.0% | $3,955-15.8% | $2,757+20.8% |
| Participant deferral / active EE | $8,034 | $4,406+82.4% | $6,280+27.9% | $4,300+86.8% |
| Admin fee / account holder | $33,713 | $7,160+370.8% | $10,428+223.3% | $6,925+386.8% |