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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 | $57,057+30.9% | $85,009-12.2% | $80,874-7.7% |
| Participation rate | 98.0% | 56.4%+41.6pp | 67.5%+30.5pp | 67.6%+30.4pp |
| Annual return | 14.51% | 21.66%-7.2pp | 66.47%-52.0pp | 35.62%-21.1pp |
| Employer contribution / active EE | $4,899 | $1,799+172.3% | $2,728+79.5% | $2,756+77.8% |
| Participant deferral / active EE | $2,765 | $3,112-11.1% | $4,522-38.9% | $4,297-35.7% |
| Admin fee / account holder | $4,598 | $4,986-7.8% | $6,153-25.3% | $6,935-33.7% |