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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 | $86,940-14.6% | $102,434-27.5% | $80,935-8.3% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.7%+9.3pp |
| Annual return | 15.68% | 18.89%-3.2pp | 29.46%-13.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $3,854 | $2,370+62.7% | $3,023+27.5% | $2,757+39.8% |
| Participant deferral / active EE | $10,171 | $4,121+146.8% | $5,055+101.2% | $4,299+136.6% |
| Admin fee / account holder | $14,871 | $8,047+84.8% | $9,462+57.2% | $6,924+114.8% |