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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 | $83,824 | $64,920+29.1% | $103,693-19.2% | $86,983-3.6% |
| Participation rate | 80.3% | 63.6%+16.7pp | 72.6%+7.6pp | 69.5%+10.7pp |
| Annual return | 14.00% | 30.29%-16.3pp | 47.61%-33.6pp | 25.83%-11.8pp |
| Employer contribution / active EE | $4,252 | $2,141+98.6% | $2,920+45.6% | $2,584+64.5% |
| Participant deferral / active EE | $5,149 | $3,241+58.9% | $4,579+12.4% | $4,194+22.8% |
| Admin fee / account holder | $16,122 | $6,191+160.4% | $7,858+105.2% | $7,856+105.2% |