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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 | $77,541 | $77,638-0.1% | $156,551-50.5% | $62,881+23.3% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 11.93% | 50.33%-38.4pp | 32.23%-20.3pp | 20.14%-8.2pp |
| Employer contribution / active EE | $4,715 | $3,444+36.9% | $5,501-14.3% | $2,281+106.7% |
| Participant deferral / active EE | $3,279 | $3,046+7.7% | $4,871-32.7% | $3,203+2.4% |
| Admin fee / account holder | $1,560 | $5,561-72.0% | $13,028-88.0% | $4,296-63.7% |