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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 | $72,607-15.2% | $90,259-31.8% | $87,485-29.6% |
| Participation rate | 98.4% | 64.8%+33.6pp | 70.7%+27.7pp | 68.9%+29.5pp |
| Annual return | 26.49% | 18.59%+7.9pp | 18.88%+7.6pp | 26.06%+0.4pp |
| Employer contribution / active EE | $5,024 | $1,919+161.8% | $2,291+119.3% | $2,596+93.5% |
| Participant deferral / active EE | $11,061 | $3,055+262.1% | $3,827+189.1% | $4,274+158.8% |
| Admin fee / account holder | $3,041 | $5,947-48.9% | $7,267-58.1% | $7,775-60.9% |