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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 | $79,849 | $47,848+66.9% | $81,473-2.0% | $70,126+13.9% |
| Participation rate | 97.4% | 58.3%+39.1pp | 68.0%+29.4pp | 69.5%+27.8pp |
| Annual return | 18.18% | 27.25%-9.1pp | 38.78%-20.6pp | 73.15%-55.0pp |
| Employer contribution / active EE | $2,382 | $1,527+56.0% | $2,568-7.2% | $2,343+1.7% |
| Participant deferral / active EE | $7,239 | $2,453+195.1% | $3,537+104.7% | $3,332+117.3% |
| Admin fee / account holder | $2,167 | $3,145-31.1% | $4,561-52.5% | $4,645-53.4% |