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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 | $76,637 | $81,331-5.8% | $155,534-50.7% | $80,935-5.3% |
| Participation rate | 79.5% | 66.3%+13.3pp | 78.2%+1.3pp | 67.7%+11.9pp |
| Annual return | 22.69% | 33.37%-10.7pp | 64.92%-42.2pp | 35.66%-13.0pp |
| Employer contribution / active EE | $4,915 | $3,105+58.3% | $4,675+5.1% | $2,757+78.3% |
| Participant deferral / active EE | $11,362 | $3,454+228.9% | $5,630+101.8% | $4,299+164.3% |
| Admin fee / account holder | $3,563 | $7,999-55.5% | $15,900-77.6% | $6,924-48.5% |