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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 | $81,375 | $67,894+19.9% | $89,340-8.9% | $82,448-1.3% |
| Participation rate | 81.3% | 64.0%+17.2pp | 69.6%+11.7pp | 68.1%+13.2pp |
| Annual return | 14.44% | 19.21%-4.8pp | 20.57%-6.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $5,907 | $1,828+223.2% | $2,231+164.7% | $2,551+131.5% |
| Participant deferral / active EE | $12,143 | $3,072+295.2% | $3,823+217.6% | $4,139+193.4% |
| Admin fee / account holder | $8,892 | $5,723+55.4% | $6,704+32.6% | $7,234+22.9% |