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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 | $75,818 | $57,057+32.9% | $85,009-10.8% | $80,874-6.3% |
| Participation rate | 96.5% | 56.4%+40.1pp | 67.5%+29.0pp | 67.6%+28.8pp |
| Annual return | 15.16% | 21.66%-6.5pp | 66.47%-51.3pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,564 | $1,799+42.6% | $2,728-6.0% | $2,756-7.0% |
| Participant deferral / active EE | $4,280 | $3,112+37.5% | $4,522-5.4% | $4,297-0.4% |
| Admin fee / account holder | $1,920 | $4,986-61.5% | $6,153-68.8% | $6,935-72.3% |