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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 | $77,460-1.5% | $100,378-24.0% | $80,925-5.7% |
| Participation rate | 80.6% | 76.9%+3.6pp | 81.5%-1.0pp | 67.7%+12.9pp |
| Annual return | 13.77% | 37.24%-23.5pp | 49.41%-35.6pp | 35.65%-21.9pp |
| Employer contribution / active EE | $7,512 | $2,801+168.2% | $3,942+90.6% | $2,756+172.5% |
| Participant deferral / active EE | $8,952 | $6,818+31.3% | $8,087+10.7% | $4,299+108.3% |
| Admin fee / account holder | $13,725 | $5,887+133.1% | $7,899+73.8% | $6,940+97.8% |