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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 | $66,577 | $95,453-30.3% | $112,040-40.6% | $82,448-19.2% |
| Participation rate | 83.7% | 72.8%+11.0pp | 76.5%+7.2pp | 68.1%+15.7pp |
| Annual return | 19.56% | 23.92%-4.4pp | 24.52%-5.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $5,074 | $2,318+118.9% | $2,954+71.8% | $2,551+98.9% |
| Participant deferral / active EE | $9,561 | $4,224+126.4% | $5,098+87.6% | $4,139+131.0% |
| Admin fee / account holder | $5,180 | $9,013-42.5% | $12,098-57.2% | $7,234-28.4% |