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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 | $70,164 | $97,550-28.1% | $120,344-41.7% | $87,485-19.8% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.7%+21.2pp | 68.9%+29.0pp |
| Annual return | 13.15% | 18.41%-5.3pp | 20.30%-7.2pp | 26.06%-12.9pp |
| Employer contribution / active EE | $3,254 | $2,291+42.0% | $3,020+7.7% | $2,596+25.3% |
| Participant deferral / active EE | $3,449 | $4,230-18.5% | $5,135-32.8% | $4,274-19.3% |
| Admin fee / account holder | $64,525 | $9,543+576.2% | $12,742+406.4% | $7,775+729.9% |