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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 | $78,402 | $81,476-3.8% | $102,383-23.4% | $80,925-3.1% |
| Participation rate | 82.3% | 66.8%+15.4pp | 74.5%+7.7pp | 67.7%+14.6pp |
| Annual return | 16.05% | 25.59%-9.5pp | 24.94%-8.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $5,526 | $3,105+78.0% | $3,870+42.8% | $2,756+100.5% |
| Participant deferral / active EE | $6,706 | $3,871+73.2% | $5,060+32.5% | $4,299+56.0% |
| Admin fee / account holder | $2,330 | $6,717-65.3% | $8,391-72.2% | $6,940-66.4% |