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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 | $79,735 | $58,851+35.5% | $115,167-30.8% | $72,976+9.3% |
| Participation rate | 71.0% | 65.5%+5.5pp | 75.9%-4.9pp | 69.5%+1.5pp |
| Annual return | 25.86% | 23.16%+2.7pp | 35.60%-9.7pp | 81.02%-55.2pp |
| Employer contribution / active EE | $1,447 | $1,798-19.5% | $3,179-54.5% | $2,440-40.7% |
| Participant deferral / active EE | $3,669 | $2,643+38.8% | $4,169-12.0% | $3,608+1.7% |
| Admin fee / account holder | $14,674 | $6,370+130.4% | $7,089+107.0% | $5,124+186.4% |