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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 | $70,721 | $67,606+4.6% | $82,313-14.1% | $70,124+0.9% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+21.9pp | 69.5%+29.2pp |
| Annual return | 13.51% | 21.57%-8.1pp | 25.88%-12.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $3,604 | $1,755+105.3% | $2,428+48.4% | $2,342+53.8% |
| Participant deferral / active EE | $3,251 | $2,987+8.8% | $3,706-12.3% | $3,332-2.4% |
| Admin fee / account holder | $3,679 | $4,512-18.5% | $5,608-34.4% | $4,645-20.8% |