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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 | $85,981 | $67,894+26.6% | $89,340-3.8% | $82,448+4.3% |
| Participation rate | 97.3% | 64.0%+33.3pp | 69.6%+27.8pp | 68.1%+29.3pp |
| Annual return | 18.61% | 19.21%-0.6pp | 20.57%-2.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $7,664 | $1,828+319.3% | $2,231+243.5% | $2,551+200.5% |
| Participant deferral / active EE | $6,519 | $3,072+112.2% | $3,823+70.5% | $4,139+57.5% |
| Admin fee / account holder | $2,790 | $5,723-51.3% | $6,704-58.4% | $7,234-61.4% |