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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 | $94,229 | $66,813+41.0% | $100,535-6.3% | $73,497+28.2% |
| Participation rate | 92.0% | 77.5%+14.5pp | 79.4%+12.6pp | 70.7%+21.3pp |
| Annual return | 18.66% | 25.70%-7.0pp | 30.90%-12.2pp | 28.51%-9.9pp |
| Employer contribution / active EE | $3,022 | $2,147+40.8% | $3,419-11.6% | $2,270+33.1% |
| Participant deferral / active EE | $5,677 | $5,883-3.5% | $6,271-9.5% | $3,740+51.8% |
| Admin fee / account holder | $14,713 | $512+2773.3% | $8,085+82.0% | $513+2767.7% |