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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 | $67,731 | $43,075+57.2% | $74,577-9.2% | $62,881+7.7% |
| Participation rate | 90.8% | 58.1%+32.7pp | 68.1%+22.7pp | 69.3%+21.5pp |
| Annual return | 10.32% | 17.50%-7.2pp | 20.47%-10.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $9,322 | $1,498+522.4% | $2,525+269.2% | $2,281+308.7% |
| Participant deferral / active EE | $6,402 | $2,389+167.9% | $3,458+85.1% | $3,203+99.9% |
| Admin fee / account holder | $2,629 | $2,840-7.4% | $4,138-36.5% | $4,296-38.8% |