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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 | $78,265 | $72,027+8.7% | $185,835-57.9% | $79,852-2.0% |
| Participation rate | 95.5% | 65.8%+29.7pp | 78.0%+17.4pp | 69.6%+25.8pp |
| Annual return | 16.28% | 23.13%-6.8pp | 35.96%-19.7pp | 31.72%-15.4pp |
| Employer contribution / active EE | $2,795 | $1,965+42.2% | $4,087-31.6% | $2,471+13.1% |
| Participant deferral / active EE | $6,604 | $3,780+74.7% | $5,633+17.2% | $3,740+76.6% |
| Admin fee / account holder | $2,014 | $4,513-55.4% | $9,502-78.8% | $5,306-62.0% |