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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 | $79,451 | $59,804+32.9% | $81,982-3.1% | $79,856-0.5% |
| Participation rate | 96.1% | 61.6%+34.4pp | 69.3%+26.8pp | 69.6%+26.4pp |
| Annual return | 11.92% | 17.56%-5.6pp | 41.31%-29.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,538 | $1,713+106.5% | $2,498+41.6% | $2,471+43.2% |
| Participant deferral / active EE | $2,377 | $2,695-11.8% | $3,722-36.1% | $3,741-36.4% |
| Admin fee / account holder | $3,721 | $4,288-13.2% | $5,665-34.3% | $5,306-29.9% |