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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 | $68,512 | $104,098-34.2% | $140,514-51.2% | $94,015-27.1% |
| Participation rate | 88.0% | 73.7%+14.3pp | 77.8%+10.2pp | 70.8%+17.2pp |
| Annual return | 15.40% | 15.14%+0.3pp | 14.36%+1.0pp | 17.84%-2.4pp |
| Employer contribution / active EE | $8,538 | $2,388+257.5% | $3,378+152.7% | $2,790+206.0% |
| Participant deferral / active EE | $5,792 | $4,033+43.6% | $4,919+17.8% | $4,249+36.3% |
| Admin fee / account holder | $66,383 | $10,439+535.9% | $13,697+384.6% | $8,951+641.6% |