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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 | $72,900 | $47,848+52.4% | $81,473-10.5% | $70,124+4.0% |
| Participation rate | 95.5% | 58.3%+37.2pp | 68.0%+27.6pp | 69.5%+26.0pp |
| Annual return | 16.43% | 27.25%-10.8pp | 38.78%-22.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,647 | $1,527+138.8% | $2,568+42.0% | $2,342+55.7% |
| Participant deferral / active EE | $3,512 | $2,453+43.2% | $3,537-0.7% | $3,332+5.4% |
| Admin fee / account holder | $1,328 | $3,145-57.8% | $4,561-70.9% | $4,645-71.4% |