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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 | $82,972 | $80,992+2.4% | $96,534-14.0% | $75,173+10.4% |
| Participation rate | 97.8% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.6pp |
| Annual return | 13.96% | 27.05%-13.1pp | 25.88%-11.9pp | 160.72%-146.8pp |
| Employer contribution / active EE | $2,353 | $2,283+3.1% | $2,965-20.6% | $2,671-11.9% |
| Participant deferral / active EE | $5,997 | $3,929+52.6% | $4,851+23.6% | $4,126+45.3% |
| Admin fee / account holder | $19,464 | $6,717+189.8% | $8,253+135.8% | $5,651+244.5% |