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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 | $75,267 | $106,864-29.6% | $147,318-48.9% | $82,637-8.9% |
| Participation rate | 78.8% | 75.5%+3.3pp | 82.1%-3.3pp | 68.1%+10.7pp |
| Annual return | 21.25% | 27.49%-6.2pp | 70.43%-49.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $4,651 | $3,417+36.1% | $4,593+1.3% | $2,552+82.2% |
| Participant deferral / active EE | $8,456 | $6,496+30.2% | $7,906+7.0% | $4,126+104.9% |
| Admin fee / account holder | $6,799 | $8,415-19.2% | $13,708-50.4% | $7,339-7.3% |