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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 | $72,453 | $57,073+26.9% | $85,126-14.9% | $80,925-10.5% |
| Participation rate | 92.3% | 56.4%+35.9pp | 67.5%+24.8pp | 67.7%+24.6pp |
| Annual return | 11.56% | 21.69%-10.1pp | 66.63%-55.1pp | 35.65%-24.1pp |
| Employer contribution / active EE | $5,671 | $1,801+214.9% | $2,731+107.6% | $2,756+105.7% |
| Participant deferral / active EE | $2,841 | $3,113-8.7% | $4,523-37.2% | $4,299-33.9% |
| Admin fee / account holder | $5,715 | $4,988+14.6% | $6,160-7.2% | $6,940-17.7% |