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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 | $77,021 | $76,371+0.9% | $93,621-17.7% | $72,976+5.5% |
| Participation rate | 98.5% | 71.8%+26.7pp | 75.8%+22.6pp | 69.5%+29.0pp |
| Annual return | 19.20% | 25.82%-6.6pp | 32.76%-13.6pp | 81.02%-61.8pp |
| Employer contribution / active EE | $5,521 | $2,276+142.6% | $2,719+103.1% | $2,440+126.3% |
| Participant deferral / active EE | $3,334 | $3,538-5.8% | $4,070-18.1% | $3,608-7.6% |
| Admin fee / account holder | $1,769 | $6,839-74.1% | $7,890-77.6% | $5,124-65.5% |