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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 | $74,219 | $86,919-14.6% | $102,457-27.6% | $80,911-8.3% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.3pp |
| Annual return | 15.68% | 18.90%-3.2pp | 29.41%-13.7pp | 35.63%-19.9pp |
| Employer contribution / active EE | $3,854 | $2,368+62.7% | $3,022+27.5% | $2,756+39.9% |
| Participant deferral / active EE | $10,171 | $4,119+146.9% | $5,054+101.2% | $4,297+136.7% |
| Admin fee / account holder | $14,871 | $8,049+84.8% | $9,451+57.3% | $6,935+114.5% |