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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 | $79,539 | $93,586-15.0% | $135,925-41.5% | $75,173+5.8% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 18.74% | 30.90%-12.2pp | 68.25%-49.5pp | 160.65%-141.9pp |
| Employer contribution / active EE | $3,452 | $3,537-2.4% | $4,857-28.9% | $2,670+29.3% |
| Participant deferral / active EE | $10,018 | $6,405+56.4% | $7,759+29.1% | $4,126+142.8% |
| Admin fee / account holder | $3,421 | $6,977-51.0% | $10,764-68.2% | $5,651-39.5% |