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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 | $83,651 | $60,349+38.6% | $74,184+12.8% | $62,881+33.0% |
| Participation rate | 94.4% | 72.7%+21.7pp | 76.6%+17.8pp | 69.3%+25.1pp |
| Annual return | 7.68% | 21.38%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,326 | $1,680+38.4% | $2,370-1.9% | $2,281+2.0% |
| Participant deferral / active EE | $2,892 | $2,856+1.3% | $3,550-18.5% | $3,203-9.7% |
| Admin fee / account holder | $15,870 | $4,261+272.5% | $5,586+184.1% | $4,296+269.4% |