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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 | $78,539 | $78,428+0.1% | $95,960-18.2% | $79,852-1.6% |
| Participation rate | 98.4% | 73.5%+24.9pp | 77.1%+21.3pp | 69.6%+28.7pp |
| Annual return | 10.48% | 19.37%-8.9pp | 91.63%-81.2pp | 31.72%-21.2pp |
| Employer contribution / active EE | $4,092 | $1,945+110.4% | $2,541+61.0% | $2,471+65.6% |
| Participant deferral / active EE | $5,696 | $3,440+65.6% | $4,167+36.7% | $3,740+52.3% |
| Admin fee / account holder | $3,297 | $5,622-41.4% | $6,797-51.5% | $5,306-37.9% |