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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 | $94,852 | $73,787+28.5% | $98,716-3.9% | $82,448+15.0% |
| Participation rate | 74.5% | 61.4%+13.1pp | 69.3%+5.3pp | 68.1%+6.5pp |
| Annual return | 12.63% | 18.57%-5.9pp | 31.81%-19.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,292 | $1,511+117.8% | $2,279+44.5% | $2,551+29.0% |
| Participant deferral / active EE | $7,877 | $3,081+155.6% | $4,048+94.6% | $4,139+90.3% |
| Admin fee / account holder | $12,067 | $6,500+85.6% | $8,703+38.7% | $7,234+66.8% |