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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 | $84,137 | $76,371+10.2% | $93,621-10.1% | $72,976+15.3% |
| Participation rate | 82.9% | 71.8%+11.2pp | 75.8%+7.1pp | 69.5%+13.4pp |
| Annual return | 16.94% | 25.82%-8.9pp | 32.76%-15.8pp | 81.02%-64.1pp |
| Employer contribution / active EE | $5,381 | $2,276+136.4% | $2,719+97.9% | $2,440+120.5% |
| Participant deferral / active EE | $4,193 | $3,538+18.5% | $4,070+3.0% | $3,608+16.2% |
| Admin fee / account holder | $25,924 | $6,839+279.0% | $7,890+228.6% | $5,124+405.9% |