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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 | $95,453-28.2% | $112,040-38.9% | $82,448-16.9% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.5%+11.5pp | 68.1%+19.9pp |
| Annual return | 15.40% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $8,538 | $2,318+268.4% | $2,954+189.0% | $2,551+234.7% |
| Participant deferral / active EE | $5,792 | $4,224+37.1% | $5,098+13.6% | $4,139+39.9% |
| Admin fee / account holder | $66,383 | $9,013+636.5% | $12,098+448.7% | $7,234+817.6% |