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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 | $60,442+12.5% | $96,754-29.7% | $87,485-22.3% |
| Participation rate | 95.7% | 58.7%+37.0pp | 70.3%+25.4pp | 68.9%+26.8pp |
| Annual return | 22.75% | 21.97%+0.8pp | 82.04%-59.3pp | 26.06%-3.3pp |
| Employer contribution / active EE | $1,502 | $1,691-11.2% | $2,679-43.9% | $2,596-42.2% |
| Participant deferral / active EE | $8,075 | $3,280+146.2% | $4,758+69.7% | $4,274+89.0% |
| Admin fee / account holder | $7,600 | $5,069+49.9% | $8,905-14.7% | $7,775-2.3% |