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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 | $57,073+37.5% | $85,126-7.8% | $80,925-3.0% |
| Participation rate | 90.5% | 56.4%+34.1pp | 67.5%+23.0pp | 67.7%+22.9pp |
| Annual return | 13.77% | 21.69%-7.9pp | 66.63%-52.9pp | 35.65%-21.9pp |
| Employer contribution / active EE | $4,210 | $1,801+133.8% | $2,731+54.1% | $2,756+52.7% |
| Participant deferral / active EE | $4,039 | $3,113+29.7% | $4,523-10.7% | $4,299-6.0% |
| Admin fee / account holder | $5,711 | $4,988+14.5% | $6,160-7.3% | $6,940-17.7% |