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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 | $61,568 | $67,894-9.3% | $89,340-31.1% | $82,448-25.3% |
| Participation rate | 98.4% | 64.0%+34.4pp | 69.6%+28.9pp | 68.1%+30.4pp |
| Annual return | 26.49% | 19.21%+7.3pp | 20.57%+5.9pp | 41.64%-15.1pp |
| Employer contribution / active EE | $5,024 | $1,828+174.9% | $2,231+125.2% | $2,551+97.0% |
| Participant deferral / active EE | $11,061 | $3,072+260.0% | $3,823+189.4% | $4,139+167.2% |
| Admin fee / account holder | $3,041 | $5,723-46.9% | $6,704-54.6% | $7,234-58.0% |