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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 | $73,821 | $106,864-30.9% | $147,318-49.9% | $82,637-10.7% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.1%+1.3pp | 68.1%+15.3pp |
| Annual return | 19.56% | 27.49%-7.9pp | 70.43%-50.9pp | 53.51%-33.9pp |
| Employer contribution / active EE | $3,140 | $3,417-8.1% | $4,593-31.6% | $2,552+23.0% |
| Participant deferral / active EE | $8,543 | $6,496+31.5% | $7,906+8.1% | $4,126+107.1% |
| Admin fee / account holder | $14,692 | $8,415+74.6% | $13,708+7.2% | $7,339+100.2% |