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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 | $73,380 | $60,349+21.6% | $74,184-1.1% | $62,881+16.7% |
| Participation rate | 97.7% | 72.7%+24.9pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | 13.91% | 21.38%-7.5pp | 17.74%-3.8pp | 20.14%-6.2pp |
| Employer contribution / active EE | $2,623 | $1,680+56.1% | $2,370+10.7% | $2,281+15.0% |
| Participant deferral / active EE | $6,832 | $2,856+139.2% | $3,550+92.5% | $3,203+113.3% |
| Admin fee / account holder | $3,933 | $4,261-7.7% | $5,586-29.6% | $4,296-8.4% |