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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 | $73,867 | $40,275+83.4% | $57,356+28.8% | $59,633+23.9% |
| Participation rate | 96.8% | 69.1%+27.6pp | 75.1%+21.7pp | 68.7%+28.1pp |
| Annual return | 35.04% | 27.52%+7.5pp | 24.41%+10.6pp | 2041.45%-2006.4pp |
| Employer contribution / active EE | $1,671 | $1,921-13.0% | $2,689-37.9% | $2,203-24.2% |
| Participant deferral / active EE | $2,695 | $2,400+12.3% | $3,162-14.8% | $3,192-15.6% |
| Admin fee / account holder | $2,214 | $2,820-21.5% | $3,357-34.1% | $4,297-48.5% |