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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 | $81,007 | $63,082+28.4% | $81,716-0.9% | $79,852+1.4% |
| Participation rate | 98.6% | 67.5%+31.0pp | 72.0%+26.5pp | 69.6%+28.9pp |
| Annual return | 18.52% | 22.66%-4.1pp | 29.49%-11.0pp | 31.72%-13.2pp |
| Employer contribution / active EE | $2,518 | $1,795+40.3% | $4,310-41.6% | $2,471+1.9% |
| Participant deferral / active EE | $5,770 | $2,780+107.5% | $7,108-18.8% | $3,740+54.3% |
| Admin fee / account holder | $1,344 | $4,428-69.6% | $5,159-73.9% | $5,306-74.7% |