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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 | $78,468 | $57,057+37.5% | $85,009-7.7% | $80,874-3.0% |
| Participation rate | 90.5% | 56.4%+34.2pp | 67.5%+23.0pp | 67.6%+22.9pp |
| Annual return | 13.77% | 21.66%-7.9pp | 66.47%-52.7pp | 35.62%-21.9pp |
| Employer contribution / active EE | $4,210 | $1,799+134.1% | $2,728+54.3% | $2,756+52.8% |
| Participant deferral / active EE | $4,039 | $3,112+29.8% | $4,522-10.7% | $4,297-6.0% |
| Admin fee / account holder | $5,711 | $4,986+14.5% | $6,153-7.2% | $6,935-17.7% |