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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 | $89,410 | $58,627+52.5% | $76,735+16.5% | $82,448+8.4% |
| Participation rate | 84.1% | 63.2%+20.9pp | 69.5%+14.6pp | 68.1%+16.0pp |
| Annual return | 19.37% | 39.10%-19.7pp | 29.77%-10.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $3,621 | $1,729+109.4% | $2,454+47.5% | $2,551+41.9% |
| Participant deferral / active EE | $6,302 | $3,134+101.1% | $4,088+54.2% | $4,139+52.3% |
| Admin fee / account holder | $2,699 | $5,323-49.3% | $7,189-62.5% | $7,234-62.7% |