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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 | $84,490 | $59,440+42.1% | $78,004+8.3% | $82,637+2.2% |
| Participation rate | 71.7% | 62.8%+8.9pp | 69.4%+2.3pp | 68.1%+3.6pp |
| Annual return | 14.12% | 40.24%-26.1pp | 31.07%-16.9pp | 53.51%-39.4pp |
| Employer contribution / active EE | $2,726 | $1,750+55.7% | $2,469+10.4% | $2,552+6.8% |
| Participant deferral / active EE | $5,679 | $3,138+81.0% | $4,092+38.8% | $4,126+37.6% |
| Admin fee / account holder | $14,505 | $5,504+163.5% | $7,578+91.4% | $7,339+97.6% |