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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 | $68,009 | $57,590+18.1% | $86,233-21.1% | $82,448-17.5% |
| Participation rate | 95.7% | 57.9%+37.8pp | 69.0%+26.7pp | 68.1%+27.6pp |
| Annual return | 22.75% | 22.41%+0.3pp | 61.39%-38.6pp | 41.64%-18.9pp |
| Employer contribution / active EE | $1,502 | $1,655-9.3% | $2,504-40.0% | $2,551-41.1% |
| Participant deferral / active EE | $8,075 | $3,080+162.2% | $4,559+77.1% | $4,139+95.1% |
| Admin fee / account holder | $7,600 | $4,730+60.7% | $8,342-8.9% | $7,234+5.0% |