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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 | $79,540 | $81,457-2.4% | $103,378-23.1% | $80,911-1.7% |
| Participation rate | 84.6% | 66.8%+17.8pp | 74.5%+10.1pp | 67.6%+17.0pp |
| Annual return | 14.15% | 25.58%-11.4pp | 24.91%-10.8pp | 35.63%-21.5pp |
| Employer contribution / active EE | $7,256 | $3,107+133.5% | $3,870+87.5% | $2,756+163.3% |
| Participant deferral / active EE | $9,506 | $3,871+145.6% | $5,058+87.9% | $4,297+121.2% |
| Admin fee / account holder | $1,060 | $6,717-84.2% | $8,401-87.4% | $6,935-84.7% |