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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 | $73,498 | $81,276-9.6% | $155,574-52.8% | $80,925-9.2% |
| Participation rate | 78.3% | 66.2%+12.1pp | 78.2%+0.1pp | 67.7%+10.7pp |
| Annual return | 26.88% | 33.36%-6.5pp | 64.87%-38.0pp | 35.65%-8.8pp |
| Employer contribution / active EE | $6,016 | $3,103+93.9% | $4,676+28.7% | $2,756+118.3% |
| Participant deferral / active EE | $13,602 | $3,453+293.9% | $5,629+141.6% | $4,299+216.4% |
| Admin fee / account holder | $11,358 | $7,993+42.1% | $15,914-28.6% | $6,940+63.7% |