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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 | $76,284 | $77,472-1.5% | $100,415-24.0% | $80,959-5.8% |
| Participation rate | 80.6% | 76.9%+3.6pp | 81.5%-1.0pp | 67.7%+12.9pp |
| Annual return | 13.77% | 37.26%-23.5pp | 49.47%-35.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $7,512 | $2,800+168.3% | $3,943+90.5% | $2,757+172.5% |
| Participant deferral / active EE | $8,952 | $6,818+31.3% | $8,091+10.6% | $4,300+108.2% |
| Admin fee / account holder | $13,725 | $5,885+133.2% | $7,906+73.6% | $6,925+98.2% |