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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 | $73,566 | $71,208+3.3% | $93,681-21.5% | $80,911-9.1% |
| Participation rate | 98.6% | 60.4%+38.3pp | 68.7%+29.9pp | 67.6%+31.0pp |
| Annual return | 11.88% | 11.27%+0.6pp | 133.47%-121.6pp | 35.63%-23.7pp |
| Employer contribution / active EE | $3,983 | $1,564+154.6% | $2,422+64.5% | $2,756+44.5% |
| Participant deferral / active EE | $4,113 | $4,035+1.9% | $4,415-6.8% | $4,297-4.3% |
| Admin fee / account holder | $3,982 | $6,951-42.7% | $8,290-52.0% | $6,935-42.6% |