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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 | $90,267 | $63,764+41.6% | $81,926+10.2% | $79,858+13.0% |
| Participation rate | 97.5% | 67.5%+30.0pp | 72.0%+25.5pp | 69.6%+27.9pp |
| Annual return | 11.07% | 22.66%-11.6pp | 29.49%-18.4pp | 31.72%-20.6pp |
| Employer contribution / active EE | $2,289 | $1,795+27.5% | $4,310-46.9% | $2,471-7.4% |
| Participant deferral / active EE | $3,463 | $2,780+24.6% | $7,108-51.3% | $3,740-7.4% |
| Admin fee / account holder | $1,580 | $4,426-64.3% | $5,159-69.4% | $5,306-70.2% |