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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 | $82,635 | $81,331+1.6% | $155,534-46.9% | $80,935+2.1% |
| Participation rate | 90.9% | 66.3%+24.7pp | 78.2%+12.7pp | 67.7%+23.2pp |
| Annual return | 20.53% | 33.37%-12.8pp | 64.92%-44.4pp | 35.66%-15.1pp |
| Employer contribution / active EE | $4,491 | $3,105+44.6% | $4,675-3.9% | $2,757+62.9% |
| Participant deferral / active EE | $4,926 | $3,454+42.6% | $5,630-12.5% | $4,299+14.6% |
| Admin fee / account holder | $10,041 | $7,999+25.5% | $15,900-36.8% | $6,924+45.0% |