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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 | $74,812 | $79,961-6.4% | $98,462-24.0% | $75,177-0.5% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.2%+23.3pp | 67.2%+31.3pp |
| Annual return | 17.28% | 19.75%-2.5pp | 21.17%-3.9pp | 160.75%-143.5pp |
| Employer contribution / active EE | $4,433 | $2,264+95.8% | $3,049+45.4% | $2,671+66.0% |
| Participant deferral / active EE | $4,357 | $3,753+16.1% | $4,738-8.1% | $4,126+5.6% |
| Admin fee / account holder | $2,208 | $6,842-67.7% | $8,875-75.1% | $5,651-60.9% |