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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 | $72,469 | $69,977+3.6% | $108,582-33.3% | $62,881+15.2% |
| Participation rate | 97.7% | 72.9%+24.8pp | 79.6%+18.2pp | 69.3%+28.4pp |
| Annual return | 8.66% | 10.73%-2.1pp | -51.70%+60.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $5,222 | $2,135+144.6% | $3,758+39.0% | $2,281+129.0% |
| Participant deferral / active EE | $2,925 | $3,165-7.6% | $4,311-32.2% | $3,203-8.7% |
| Admin fee / account holder | $1,296 | $5,076-74.5% | $7,645-83.1% | $4,296-69.8% |