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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 | $68,769 | $77,638-11.4% | $156,551-56.1% | $62,881+9.4% |
| Participation rate | 95.7% | 71.2%+24.5pp | 84.0%+11.6pp | 69.3%+26.3pp |
| Annual return | 9.64% | 50.33%-40.7pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,771 | $3,444-19.5% | $5,501-49.6% | $2,281+21.5% |
| Participant deferral / active EE | $3,553 | $3,046+16.7% | $4,871-27.1% | $3,203+10.9% |
| Admin fee / account holder | $3,360 | $5,561-39.6% | $13,028-74.2% | $4,296-21.8% |