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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 | $85,719 | $78,428+9.3% | $95,960-10.7% | $79,852+7.3% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.3pp | 69.6%+26.8pp |
| Annual return | 16.72% | 19.37%-2.7pp | 91.63%-74.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $2,235 | $1,945+14.9% | $2,541-12.1% | $2,471-9.6% |
| Participant deferral / active EE | $6,078 | $3,440+76.7% | $4,167+45.9% | $3,740+62.5% |
| Admin fee / account holder | $2,350 | $5,622-58.2% | $6,797-65.4% | $5,306-55.7% |