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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 | $76,650 | $71,057+7.9% | $93,654-18.2% | $80,874-5.2% |
| Participation rate | 86.1% | 60.4%+25.7pp | 68.7%+17.4pp | 67.6%+18.5pp |
| Annual return | 14.26% | 11.26%+3.0pp | 133.34%-119.1pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,765 | $1,564+140.7% | $2,421+55.5% | $2,756+36.6% |
| Participant deferral / active EE | $8,456 | $4,034+109.6% | $4,413+91.6% | $4,297+96.8% |
| Admin fee / account holder | $10,343 | $6,944+49.0% | $8,282+24.9% | $6,935+49.1% |