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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 | $65,825 | $78,428-16.1% | $95,960-31.4% | $79,852-17.6% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 15.65% | 19.37%-3.7pp | 91.63%-76.0pp | 31.72%-16.1pp |
| Employer contribution / active EE | $2,300 | $1,945+18.2% | $2,541-9.5% | $2,471-6.9% |
| Participant deferral / active EE | $3,805 | $3,440+10.6% | $4,167-8.7% | $3,740+1.7% |
| Admin fee / account holder | $1,183 | $5,622-79.0% | $6,797-82.6% | $5,306-77.7% |