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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 | $76,924 | $49,255+56.2% | $70,494+9.1% | $79,856-3.7% |
| Participation rate | 97.2% | 69.2%+28.0pp | 75.1%+22.1pp | 69.6%+27.5pp |
| Annual return | 16.91% | 30.10%-13.2pp | 109.16%-92.3pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,707 | $2,100-18.7% | $2,738-37.6% | $2,471-30.9% |
| Participant deferral / active EE | $5,152 | $2,768+86.1% | $3,711+38.8% | $3,741+37.7% |
| Admin fee / account holder | $5,375 | $2,879+86.7% | $3,848+39.7% | $5,306+1.3% |