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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 | $47,283 | $45,079+4.9% | $69,461-31.9% | $72,983-35.2% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.6%+22.1pp | 69.5%+27.2pp |
| Annual return | 17.13% | 22.65%-5.5pp | 28.97%-11.8pp | 81.01%-63.9pp |
| Employer contribution / active EE | $3,465 | $2,055+68.6% | $2,779+24.7% | $2,440+42.0% |
| Participant deferral / active EE | $3,516 | $2,603+35.1% | $3,536-0.6% | $3,608-2.5% |
| Admin fee / account holder | $699 | $3,056-77.1% | $3,840-81.8% | $5,124-86.4% |