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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 | $72,018 | $81,504-11.6% | $102,437-29.7% | $80,959-11.0% |
| Participation rate | 79.1% | 66.9%+12.2pp | 74.5%+4.6pp | 67.7%+11.4pp |
| Annual return | 19.41% | 25.60%-6.2pp | 24.95%-5.5pp | 35.67%-16.3pp |
| Employer contribution / active EE | $3,831 | $3,104+23.4% | $3,871-1.0% | $2,757+39.0% |
| Participant deferral / active EE | $7,871 | $3,871+103.3% | $5,060+55.6% | $4,300+83.0% |
| Admin fee / account holder | $7,939 | $6,719+18.1% | $8,388-5.4% | $6,925+14.6% |