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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 | $77,424 | $76,551+1.1% | $123,894-37.5% | $62,881+23.1% |
| Participation rate | 98.6% | 73.0%+25.6pp | 81.4%+17.2pp | 69.3%+29.3pp |
| Annual return | 6.85% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $5,664 | $2,882+96.5% | $4,617+22.7% | $2,281+148.3% |
| Participant deferral / active EE | $5,247 | $4,840+8.4% | $5,984-12.3% | $3,203+63.8% |
| Admin fee / account holder | $15,860 | $4,826+228.6% | $8,357+89.8% | $4,296+269.2% |