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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 | $70,226 | $54,380+29.1% | $68,509+2.5% | $59,633+17.8% |
| Participation rate | 92.1% | 70.2%+21.9pp | 74.7%+17.4pp | 68.7%+23.4pp |
| Annual return | 7.04% | 2.83%+4.2pp | 8.27%-1.2pp | 2041.45%-2034.4pp |
| Employer contribution / active EE | $1,475 | $1,539-4.1% | $2,278-35.2% | $2,203-33.0% |
| Participant deferral / active EE | $3,389 | $2,643+28.2% | $3,382+0.2% | $3,192+6.2% |
| Admin fee / account holder | $7,790 | $3,885+100.5% | $5,275+47.7% | $4,297+81.3% |