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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 | $59,512 | $56,894+4.6% | $84,753-29.8% | $62,881-5.4% |
| Participation rate | 98.7% | 68.5%+30.2pp | 76.6%+22.1pp | 69.3%+29.4pp |
| Annual return | 10.79% | 6.30%+4.5pp | 22.78%-12.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $6,684 | $2,400+178.5% | $3,574+87.0% | $2,281+193.0% |
| Participant deferral / active EE | $4,007 | $2,709+47.9% | $3,712+8.0% | $3,203+25.1% |
| Admin fee / account holder | $2,104 | $3,581-41.2% | $5,333-60.6% | $4,296-51.0% |