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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 | $68,093 | $58,627+16.1% | $76,735-11.3% | $82,448-17.4% |
| Participation rate | 82.9% | 63.2%+19.7pp | 69.5%+13.4pp | 68.1%+14.9pp |
| Annual return | 22.16% | 39.10%-16.9pp | 29.77%-7.6pp | 41.64%-19.5pp |
| Employer contribution / active EE | $5,061 | $1,729+192.7% | $2,454+106.2% | $2,551+98.4% |
| Participant deferral / active EE | $9,811 | $3,134+213.1% | $4,088+140.0% | $4,139+137.0% |
| Admin fee / account holder | $8,407 | $5,323+57.9% | $7,189+16.9% | $7,234+16.2% |