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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 | $74,678 | $57,073+30.8% | $85,126-12.3% | $80,925-7.7% |
| Participation rate | 98.0% | 56.4%+41.6pp | 67.5%+30.5pp | 67.7%+30.3pp |
| Annual return | 14.51% | 21.69%-7.2pp | 66.63%-52.1pp | 35.65%-21.1pp |
| Employer contribution / active EE | $4,899 | $1,801+172.0% | $2,731+79.3% | $2,756+77.7% |
| Participant deferral / active EE | $2,765 | $3,113-11.2% | $4,523-38.9% | $4,299-35.7% |
| Admin fee / account holder | $4,598 | $4,988-7.8% | $6,160-25.4% | $6,940-33.8% |