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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 | $75,260 | $45,082+66.9% | $69,464+8.3% | $72,975+3.1% |
| Participation rate | 84.8% | 68.5%+16.3pp | 74.6%+10.2pp | 69.5%+15.3pp |
| Annual return | 28.83% | 22.66%+6.2pp | 28.98%-0.1pp | 81.01%-52.2pp |
| Employer contribution / active EE | $2,466 | $2,055+20.0% | $2,779-11.3% | $2,440+1.1% |
| Participant deferral / active EE | $4,112 | $2,604+57.9% | $3,536+16.3% | $3,608+14.0% |
| Admin fee / account holder | $12,274 | $3,057+301.5% | $3,840+219.6% | $5,124+139.5% |