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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 | $71,212 | $95,404-25.4% | $113,397-37.2% | $82,637-13.8% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.5%+8.7pp | 68.1%+17.1pp |
| Annual return | 16.26% | 19.08%-2.8pp | 23.20%-6.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,554 | $2,307+10.7% | $2,977-14.2% | $2,552+0.1% |
| Participant deferral / active EE | $16,190 | $4,220+283.7% | $5,076+218.9% | $4,126+292.4% |
| Admin fee / account holder | $39,574 | $9,168+331.6% | $11,957+231.0% | $7,339+439.2% |