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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 | $69,882 | $70,486-0.9% | $100,535-30.5% | $79,856-12.5% |
| Participation rate | 98.3% | 73.6%+24.7pp | 79.4%+18.9pp | 69.6%+28.7pp |
| Annual return | 35.20% | 21.90%+13.3pp | 30.90%+4.3pp | 31.71%+3.5pp |
| Employer contribution / active EE | $2,195 | $2,165+1.4% | $3,419-35.8% | $2,471-11.2% |
| Participant deferral / active EE | $10,676 | $5,182+106.0% | $6,271+70.2% | $3,741+185.4% |
| Admin fee / account holder | $4,320 | $4,480-3.6% | $8,085-46.6% | $5,306-18.6% |