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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 | $75,027 | $49,255+52.3% | $70,494+6.4% | $79,856-6.0% |
| Participation rate | 97.1% | 69.2%+28.0pp | 75.1%+22.1pp | 69.6%+27.5pp |
| Annual return | 12.85% | 30.10%-17.3pp | 109.16%-96.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,099 | $2,100-47.7% | $2,738-59.9% | $2,471-55.5% |
| Participant deferral / active EE | $3,724 | $2,768+34.5% | $3,711+0.4% | $3,741-0.4% |
| Admin fee / account holder | $9,067 | $2,879+214.9% | $3,848+135.6% | $5,306+70.9% |