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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 | $62,569 | $48,078+30.1% | $78,676-20.5% | $62,881-0.5% |
| Participation rate | 75.9% | 65.2%+10.7pp | 73.6%+2.3pp | 69.3%+6.6pp |
| Annual return | 7.85% | 31.36%-23.5pp | 62.19%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,390 | $2,015+68.3% | $2,850+19.0% | $2,281+48.6% |
| Participant deferral / active EE | $3,871 | $2,587+49.6% | $3,517+10.1% | $3,203+20.9% |
| Admin fee / account holder | $4,621 | $3,206+44.1% | $4,510+2.5% | $4,296+7.6% |