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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 | $75,174 | $81,487-7.7% | $102,412-26.6% | $80,935-7.1% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 19.18% | 25.60%-6.4pp | 24.94%-5.8pp | 35.66%-16.5pp |
| Employer contribution / active EE | $3,580 | $3,103+15.4% | $3,870-7.5% | $2,757+29.9% |
| Participant deferral / active EE | $6,519 | $3,871+68.4% | $5,060+28.8% | $4,299+51.6% |
| Admin fee / account holder | $7,511 | $6,717+11.8% | $8,388-10.5% | $6,924+8.5% |