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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 | $81,490 | $59,804+36.3% | $81,982-0.6% | $79,856+2.0% |
| Participation rate | 88.2% | 61.6%+26.6pp | 69.3%+19.0pp | 69.6%+18.6pp |
| Annual return | 13.52% | 17.56%-4.0pp | 41.31%-27.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,784 | $1,713+120.8% | $2,498+51.5% | $2,471+53.1% |
| Participant deferral / active EE | $2,885 | $2,695+7.0% | $3,722-22.5% | $3,741-22.9% |
| Admin fee / account holder | $6,874 | $4,288+60.3% | $5,665+21.3% | $5,306+29.5% |