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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 | $78,464 | $80,983-3.1% | $96,544-18.7% | $75,177+4.4% |
| Participation rate | 92.4% | 71.8%+20.6pp | 76.0%+16.4pp | 67.2%+25.2pp |
| Annual return | 20.59% | 27.05%-6.5pp | 25.88%-5.3pp | 160.75%-140.2pp |
| Employer contribution / active EE | $4,562 | $2,282+99.9% | $2,966+53.8% | $2,671+70.8% |
| Participant deferral / active EE | $8,974 | $3,929+128.4% | $4,851+85.0% | $4,126+117.5% |
| Admin fee / account holder | $10,111 | $6,717+50.5% | $8,254+22.5% | $5,651+78.9% |