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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 | $76,743 | $57,140+34.3% | $85,240-10.0% | $80,959-5.2% |
| Participation rate | 95.7% | 56.4%+39.3pp | 67.5%+28.2pp | 67.7%+28.1pp |
| Annual return | 14.42% | 21.71%-7.3pp | 66.75%-52.3pp | 35.67%-21.2pp |
| Employer contribution / active EE | $3,246 | $1,802+80.1% | $2,735+18.7% | $2,757+17.7% |
| Participant deferral / active EE | $5,669 | $3,115+82.0% | $4,527+25.2% | $4,300+31.8% |
| Admin fee / account holder | $5,894 | $4,992+18.1% | $6,165-4.4% | $6,925-14.9% |