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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 | $80,073 | $72,273+10.8% | $101,275-20.9% | $79,856+0.3% |
| Participation rate | 94.6% | 68.5%+26.1pp | 75.8%+18.8pp | 69.6%+25.0pp |
| Annual return | 14.04% | 22.30%-8.3pp | 46.48%-32.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $8,108 | $2,691+201.3% | $3,660+121.5% | $2,471+228.1% |
| Participant deferral / active EE | $5,305 | $3,282+61.7% | $4,371+21.4% | $3,741+41.8% |
| Admin fee / account holder | $5,217 | $4,401+18.5% | $5,948-12.3% | $5,306-1.7% |