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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 | $57,140+37.3% | $85,240-7.9% | $80,959-3.1% |
| Participation rate | 90.5% | 56.4%+34.1pp | 67.5%+23.0pp | 67.7%+22.9pp |
| Annual return | 13.77% | 21.71%-7.9pp | 66.75%-53.0pp | 35.67%-21.9pp |
| Employer contribution / active EE | $4,210 | $1,802+133.6% | $2,735+53.9% | $2,757+52.7% |
| Participant deferral / active EE | $4,039 | $3,115+29.7% | $4,527-10.8% | $4,300-6.1% |
| Admin fee / account holder | $5,711 | $4,992+14.4% | $6,165-7.4% | $6,925-17.5% |