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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 | $72,149 | $77,472-6.9% | $100,415-28.1% | $80,959-10.9% |
| Participation rate | 97.5% | 76.9%+20.6pp | 81.5%+16.0pp | 67.7%+29.8pp |
| Annual return | 13.10% | 37.26%-24.2pp | 49.47%-36.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $469 | $2,800-83.3% | $3,943-88.1% | $2,757-83.0% |
| Participant deferral / active EE | $6,519 | $6,818-4.4% | $8,091-19.4% | $4,300+51.6% |
| Admin fee / account holder | $11,023 | $5,885+87.3% | $7,906+39.4% | $6,925+59.2% |