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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 | $84,710 | $64,920+30.5% | $103,693-18.3% | $86,983-2.6% |
| Participation rate | 92.9% | 63.6%+29.3pp | 72.6%+20.2pp | 69.5%+23.3pp |
| Annual return | 13.32% | 30.29%-17.0pp | 47.61%-34.3pp | 25.83%-12.5pp |
| Employer contribution / active EE | $4,829 | $2,141+125.5% | $2,920+65.3% | $2,584+86.8% |
| Participant deferral / active EE | $6,166 | $3,241+90.2% | $4,579+34.6% | $4,194+47.0% |
| Admin fee / account holder | $3,925 | $6,191-36.6% | $7,858-50.0% | $7,856-50.0% |