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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 | $71,728 | $73,787-2.8% | $98,716-27.3% | $82,448-13.0% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.3%+10.7pp | 68.1%+11.9pp |
| Annual return | 18.95% | 18.57%+0.4pp | 31.81%-12.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,261 | $1,511+49.6% | $2,279-0.8% | $2,551-11.4% |
| Participant deferral / active EE | $5,275 | $3,081+71.2% | $4,048+30.3% | $4,139+27.4% |
| Admin fee / account holder | $16,819 | $6,500+158.7% | $8,703+93.3% | $7,234+132.5% |