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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 | $78,574 | $45,050+74.4% | $63,018+24.7% | $70,126+12.0% |
| Participation rate | 96.1% | 69.5%+26.6pp | 74.8%+21.3pp | 69.5%+26.5pp |
| Annual return | 14.02% | 18.76%-4.7pp | 87.62%-73.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $423 | $2,052-79.4% | $2,761-84.7% | $2,343-82.0% |
| Participant deferral / active EE | $2,782 | $2,466+12.8% | $3,330-16.4% | $3,332-16.5% |
| Admin fee / account holder | $1,307 | $2,834-53.9% | $3,601-63.7% | $4,645-71.9% |