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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 | $74,552 | $81,331-8.3% | $155,534-52.1% | $80,935-7.9% |
| Participation rate | 97.5% | 66.3%+31.2pp | 78.2%+19.3pp | 67.7%+29.8pp |
| Annual return | 12.23% | 33.37%-21.1pp | 64.92%-52.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $3,440 | $3,105+10.8% | $4,675-26.4% | $2,757+24.8% |
| Participant deferral / active EE | $4,671 | $3,454+35.2% | $5,630-17.0% | $4,299+8.6% |
| Admin fee / account holder | $5,579 | $7,999-30.3% | $15,900-64.9% | $6,924-19.4% |