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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 | $76,354 | $106,864-28.6% | $147,318-48.2% | $82,637-7.6% |
| Participation rate | 97.7% | 75.5%+22.2pp | 82.1%+15.7pp | 68.1%+29.7pp |
| Annual return | 20.28% | 27.49%-7.2pp | 70.43%-50.2pp | 53.51%-33.2pp |
| Employer contribution / active EE | $4,161 | $3,417+21.8% | $4,593-9.4% | $2,552+63.1% |
| Participant deferral / active EE | $7,355 | $6,496+13.2% | $7,906-7.0% | $4,126+78.3% |
| Admin fee / account holder | $1,933 | $8,415-77.0% | $13,708-85.9% | $7,339-73.7% |