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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 | $67,069 | $78,197-14.2% | $98,090-31.6% | $82,637-18.8% |
| Participation rate | 98.7% | 77.5%+21.2pp | 81.5%+17.2pp | 68.1%+30.6pp |
| Annual return | 15.04% | 40.25%-25.2pp | 37.05%-22.0pp | 53.51%-38.5pp |
| Employer contribution / active EE | $3,458 | $2,605+32.8% | $3,606-4.1% | $2,552+35.5% |
| Participant deferral / active EE | $6,372 | $6,636-4.0% | $7,845-18.8% | $4,126+54.4% |
| Admin fee / account holder | $1,993 | $14,832-86.6% | $11,815-83.1% | $7,339-72.8% |