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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 | $76,196 | $72,492+5.1% | $87,104-12.5% | $72,975+4.4% |
| Participation rate | 81.9% | 72.8%+9.1pp | 76.9%+5.1pp | 69.5%+12.4pp |
| Annual return | 21.77% | 24.46%-2.7pp | 28.19%-6.4pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,440 | $1,894+28.8% | $2,521-3.2% | $2,4400% |
| Participant deferral / active EE | $4,482 | $3,270+37.1% | $4,048+10.7% | $3,608+24.2% |
| Admin fee / account holder | $11,788 | $5,055+133.2% | $7,491+57.4% | $5,124+130.0% |