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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 | $73,008 | $49,239+48.3% | $70,462+3.6% | $79,858-8.6% |
| Participation rate | 97.3% | 69.2%+28.1pp | 75.1%+22.2pp | 69.6%+27.7pp |
| Annual return | 11.13% | 30.08%-18.9pp | 109.08%-97.9pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,660 | $2,100-21.0% | $2,737-39.4% | $2,471-32.8% |
| Participant deferral / active EE | $4,194 | $2,769+51.5% | $3,710+13.1% | $3,740+12.1% |
| Admin fee / account holder | $6,501 | $2,876+126.0% | $3,845+69.1% | $5,306+22.5% |