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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 | $77,768 | $48,078+61.8% | $78,676-1.2% | $62,881+23.7% |
| Participation rate | 97.1% | 65.2%+31.9pp | 73.6%+23.6pp | 69.3%+27.8pp |
| Annual return | 8.75% | 31.36%-22.6pp | 62.19%-53.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,167 | $2,015+106.8% | $2,850+46.2% | $2,281+82.7% |
| Participant deferral / active EE | $9,351 | $2,587+261.4% | $3,517+165.9% | $3,203+191.9% |
| Admin fee / account holder | $4,263 | $3,206+33.0% | $4,510-5.5% | $4,296-0.8% |