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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 | $74,731 | $86,940-14.0% | $102,434-27.0% | $80,935-7.7% |
| Participation rate | 91.8% | 72.4%+19.4pp | 76.5%+15.3pp | 67.7%+24.1pp |
| Annual return | 27.40% | 18.89%+8.5pp | 29.46%-2.1pp | 35.66%-8.3pp |
| Employer contribution / active EE | $4,061 | $2,370+71.4% | $3,023+34.3% | $2,757+47.3% |
| Participant deferral / active EE | $6,174 | $4,121+49.8% | $5,055+22.1% | $4,299+43.6% |
| Admin fee / account holder | $33,452 | $8,047+315.7% | $9,462+253.5% | $6,924+383.1% |