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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 | $83,674 | $84,236-0.7% | $170,435-50.9% | $70,126+19.3% |
| Participation rate | 84.4% | 70.8%+13.5pp | 83.6%+0.8pp | 69.5%+14.8pp |
| Annual return | 18.54% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $5,297 | $3,387+56.4% | $5,432-2.5% | $2,343+126.1% |
| Participant deferral / active EE | $4,928 | $3,086+59.7% | $4,939-0.2% | $3,332+47.9% |
| Admin fee / account holder | $7,500 | $5,698+31.6% | $13,881-46.0% | $4,645+61.4% |