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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 | $79,715 | $60,349+32.1% | $74,184+7.5% | $62,881+26.8% |
| Participation rate | 98.1% | 72.7%+25.4pp | 76.6%+21.5pp | 69.3%+28.8pp |
| Annual return | 30.00% | 21.38%+8.6pp | 17.74%+12.3pp | 20.14%+9.9pp |
| Employer contribution / active EE | $1,752 | $1,680+4.3% | $2,370-26.1% | $2,281-23.2% |
| Participant deferral / active EE | $2,065 | $2,856-27.7% | $3,550-41.8% | $3,203-35.5% |
| Admin fee / account holder | $15,509 | $4,261+264.0% | $5,586+177.7% | $4,296+261.0% |