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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 | $71,914 | $87,834-18.1% | $133,975-46.3% | $62,881+14.4% |
| Participation rate | 72.2% | 83.4%-11.2pp | 87.1%-14.9pp | 69.3%+2.8pp |
| Annual return | 19.50% | 12.05%+7.4pp | 29.29%-9.8pp | 20.14%-0.6pp |
| Employer contribution / active EE | $6,187 | $3,482+77.7% | $5,211+18.7% | $2,281+171.3% |
| Participant deferral / active EE | $11,018 | $4,812+129.0% | $6,282+75.4% | $3,203+244.0% |
| Admin fee / account holder | $6,514 | $5,372+21.2% | $9,324-30.1% | $4,296+51.6% |