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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 | $97,550-29.8% | $120,344-43.1% | $87,485-21.7% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.7%+11.3pp | 68.9%+19.1pp |
| Annual return | 15.40% | 18.41%-3.0pp | 20.30%-4.9pp | 26.06%-10.7pp |
| Employer contribution / active EE | $8,538 | $2,291+272.7% | $3,020+182.7% | $2,596+228.9% |
| Participant deferral / active EE | $5,792 | $4,230+36.9% | $5,135+12.8% | $4,274+35.5% |
| Admin fee / account holder | $66,383 | $9,543+595.7% | $12,742+421.0% | $7,775+753.8% |