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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 | $65,943 | $52,580+25.4% | $71,671-8.0% | $70,124-6.0% |
| Participation rate | 95.5% | 60.9%+34.6pp | 68.7%+26.7pp | 69.5%+25.9pp |
| Annual return | 18.96% | 20.25%-1.3pp | 20.65%-1.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,862 | $1,616+15.2% | $2,460-24.3% | $2,342-20.5% |
| Participant deferral / active EE | $5,233 | $2,386+119.3% | $3,438+52.2% | $3,332+57.1% |
| Admin fee / account holder | $9,829 | $3,653+169.1% | $5,558+76.8% | $4,645+111.6% |