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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 | $70,255 | $49,249+42.7% | $70,476-0.3% | $79,852-12.0% |
| Participation rate | 96.9% | 69.2%+27.7pp | 75.1%+21.8pp | 69.6%+27.2pp |
| Annual return | 10.71% | 30.09%-19.4pp | 109.12%-98.4pp | 31.72%-21.0pp |
| Employer contribution / active EE | $1,179 | $2,100-43.9% | $2,738-57.0% | $2,471-52.3% |
| Participant deferral / active EE | $1,179 | $2,769-57.4% | $3,710-68.2% | $3,740-68.5% |
| Admin fee / account holder | $3,080 | $2,878+7.0% | $3,847-19.9% | $5,306-42.0% |