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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 | $71,208+7.6% | $93,681-18.2% | $80,911-5.3% |
| Participation rate | 86.1% | 60.4%+25.7pp | 68.7%+17.4pp | 67.6%+18.5pp |
| Annual return | 14.26% | 11.27%+3.0pp | 133.47%-119.2pp | 35.63%-21.4pp |
| Employer contribution / active EE | $3,765 | $1,564+140.7% | $2,422+55.4% | $2,756+36.6% |
| Participant deferral / active EE | $8,456 | $4,035+109.6% | $4,415+91.5% | $4,297+96.8% |
| Admin fee / account holder | $10,343 | $6,951+48.8% | $8,290+24.8% | $6,935+49.1% |