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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 | $82,055 | $78,197+4.9% | $98,090-16.3% | $82,637-0.7% |
| Participation rate | 90.9% | 77.5%+13.4pp | 81.5%+9.4pp | 68.1%+22.9pp |
| Annual return | 17.60% | 40.25%-22.6pp | 37.05%-19.4pp | 53.51%-35.9pp |
| Employer contribution / active EE | $4,459 | $2,605+71.2% | $3,606+23.7% | $2,552+74.7% |
| Participant deferral / active EE | $10,938 | $6,636+64.8% | $7,845+39.4% | $4,126+165.1% |
| Admin fee / account holder | $7,596 | $14,832-48.8% | $11,815-35.7% | $7,339+3.5% |