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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 | $75,669 | $45,079+67.9% | $69,461+8.9% | $72,986+3.7% |
| Participation rate | 88.7% | 68.5%+20.2pp | 74.6%+14.1pp | 69.5%+19.2pp |
| Annual return | 20.75% | 22.65%-1.9pp | 28.97%-8.2pp | 81.01%-60.3pp |
| Employer contribution / active EE | $4,517 | $2,055+119.8% | $2,779+62.5% | $2,440+85.1% |
| Participant deferral / active EE | $4,163 | $2,603+60.0% | $3,536+17.7% | $3,607+15.4% |
| Admin fee / account holder | $18,624 | $3,056+509.5% | $3,840+385.1% | $5,124+263.4% |