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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 | $79,902 | $78,425+1.9% | $95,956-16.7% | $79,858+0.1% |
| Participation rate | 94.6% | 73.5%+21.2pp | 77.1%+17.6pp | 69.6%+25.0pp |
| Annual return | 15.88% | 19.37%-3.5pp | 91.63%-75.7pp | 31.72%-15.8pp |
| Employer contribution / active EE | $3,417 | $1,945+75.6% | $2,541+34.4% | $2,471+38.3% |
| Participant deferral / active EE | $7,163 | $3,440+108.2% | $4,167+71.9% | $3,740+91.5% |
| Admin fee / account holder | $4,002 | $5,622-28.8% | $6,797-41.1% | $5,306-24.6% |