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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 | $76,986 | $77,472-0.6% | $100,392-23.3% | $80,935-4.9% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.7%+12.3pp |
| Annual return | 17.56% | 37.26%-19.7pp | 49.45%-31.9pp | 35.66%-18.1pp |
| Employer contribution / active EE | $4,762 | $2,800+70.1% | $3,941+20.8% | $2,757+72.8% |
| Participant deferral / active EE | $12,653 | $6,818+85.6% | $8,090+56.4% | $4,299+194.3% |
| Admin fee / account holder | $7,157 | $5,885+21.6% | $7,904-9.5% | $6,924+3.4% |