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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 | $61,957 | $83,485-25.8% | $125,180-50.5% | $72,983-15.1% |
| Participation rate | 98.7% | 73.3%+25.4pp | 79.8%+18.9pp | 69.5%+29.2pp |
| Annual return | 23.97% | 25.78%-1.8pp | 43.79%-19.8pp | 81.01%-57.0pp |
| Employer contribution / active EE | $2,219 | $2,346-5.4% | $3,866-42.6% | $2,440-9.0% |
| Participant deferral / active EE | $4,955 | $3,586+38.2% | $4,937+0.4% | $3,608+37.4% |
| Admin fee / account holder | $8,721 | $5,518+58.1% | $9,703-10.1% | $5,124+70.2% |