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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 | $74,685 | $54,763+36.4% | $90,324-17.3% | $72,976+2.3% |
| Participation rate | 93.8% | 65.2%+28.6pp | 73.3%+20.5pp | 69.5%+24.3pp |
| Annual return | 19.91% | 30.63%-10.7pp | 78.15%-58.2pp | 81.02%-61.1pp |
| Employer contribution / active EE | $1,610 | $2,093-23.1% | $2,856-43.6% | $2,440-34.0% |
| Participant deferral / active EE | $2,490 | $2,887-13.8% | $3,885-35.9% | $3,608-31.0% |
| Admin fee / account holder | $1,468 | $3,973-63.1% | $5,356-72.6% | $5,124-71.4% |