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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 | $88,442 | $53,774+64.5% | $134,162-34.1% | $79,856+10.8% |
| Participation rate | 74.2% | 58.8%+15.4pp | 72.2%+2.0pp | 69.6%+4.6pp |
| Annual return | 33.11% | 19.01%+14.1pp | 36.35%-3.2pp | 31.71%+1.4pp |
| Employer contribution / active EE | $3,228 | $1,322+144.3% | $3,705-12.9% | $2,471+30.6% |
| Participant deferral / active EE | $4,253 | $2,420+75.8% | $3,500+21.5% | $3,741+13.7% |
| Admin fee / account holder | $12,248 | $3,985+207.4% | $6,685+83.2% | $5,306+130.8% |