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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 | $75,372 | $80,983-6.9% | $96,544-21.9% | $75,177+0.3% |
| Participation rate | 91.1% | 71.8%+19.3pp | 76.0%+15.1pp | 67.2%+23.9pp |
| Annual return | 23.20% | 27.05%-3.9pp | 25.88%-2.7pp | 160.75%-137.5pp |
| Employer contribution / active EE | $4,997 | $2,282+118.9% | $2,966+68.4% | $2,671+87.1% |
| Participant deferral / active EE | $5,397 | $3,929+37.4% | $4,851+11.2% | $4,126+30.8% |
| Admin fee / account holder | $16,402 | $6,717+144.2% | $8,254+98.7% | $5,651+190.2% |