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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 | $57,073+34.5% | $85,126-9.8% | $80,925-5.2% |
| Participation rate | 95.7% | 56.4%+39.3pp | 67.5%+28.2pp | 67.7%+28.1pp |
| Annual return | 14.42% | 21.69%-7.3pp | 66.63%-52.2pp | 35.65%-21.2pp |
| Employer contribution / active EE | $3,246 | $1,801+80.3% | $2,731+18.8% | $2,756+17.8% |
| Participant deferral / active EE | $5,669 | $3,113+82.1% | $4,523+25.3% | $4,299+31.9% |
| Admin fee / account holder | $5,894 | $4,988+18.2% | $6,160-4.3% | $6,940-15.1% |