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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 | $77,728 | $64,359+20.8% | $90,161-13.8% | $70,126+10.8% |
| Participation rate | 81.0% | 70.4%+10.5pp | 76.9%+4.1pp | 69.5%+11.4pp |
| Annual return | 14.97% | 28.13%-13.2pp | 34.89%-19.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $984 | $2,046-51.9% | $3,318-70.3% | $2,343-58.0% |
| Participant deferral / active EE | $7,137 | $4,389+62.6% | $5,287+35.0% | $3,332+114.2% |
| Admin fee / account holder | $5,396 | $3,945+36.8% | $5,943-9.2% | $4,645+16.1% |