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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 | $78,133 | $108,825-28.2% | $156,181-50.0% | $82,448-5.2% |
| Participation rate | 93.7% | 72.4%+21.3pp | 78.8%+14.8pp | 68.1%+25.6pp |
| Annual return | 15.87% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,531 | $2,870+57.9% | $4,294+5.5% | $2,551+77.6% |
| Participant deferral / active EE | $3,810 | $4,577-16.8% | $6,132-37.9% | $4,139-8.0% |
| Admin fee / account holder | $12,328 | $9,341+32.0% | $14,586-15.5% | $7,234+70.4% |