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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 | $56,202 | $94,436-40.5% | $115,599-51.4% | $82,637-32.0% |
| Participation rate | 98.2% | 70.4%+27.8pp | 74.3%+23.9pp | 68.1%+30.1pp |
| Annual return | 17.81% | 18.37%-0.6pp | 111.10%-93.3pp | 53.51%-35.7pp |
| Employer contribution / active EE | $990 | $2,324-57.4% | $2,955-66.5% | $2,552-61.2% |
| Participant deferral / active EE | $5,612 | $3,955+41.9% | $4,889+14.8% | $4,126+36.0% |
| Admin fee / account holder | $3,323 | $10,328-67.8% | $12,841-74.1% | $7,339-54.7% |