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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 | $78,756 | $63,365+24.3% | $91,994-14.4% | $72,975+7.9% |
| Participation rate | 96.4% | 72.5%+23.9pp | 78.6%+17.8pp | 69.5%+26.9pp |
| Annual return | 22.78% | 35.35%-12.6pp | 69.04%-46.3pp | 81.01%-58.2pp |
| Employer contribution / active EE | $9,532 | $2,116+350.6% | $3,453+176.1% | $2,440+290.6% |
| Participant deferral / active EE | $8,464 | $4,883+73.3% | $5,924+42.9% | $3,608+134.6% |
| Admin fee / account holder | $1,487 | $4,670-68.2% | $7,744-80.8% | $5,124-71.0% |