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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 | $54,472 | $58,851-7.4% | $115,170-52.7% | $72,983-25.4% |
| Participation rate | 98.8% | 65.5%+33.2pp | 75.9%+22.9pp | 69.5%+29.3pp |
| Annual return | 21.32% | 23.16%-1.8pp | 35.60%-14.3pp | 81.01%-59.7pp |
| Employer contribution / active EE | $6,093 | $1,798+238.9% | $3,179+91.7% | $2,440+149.7% |
| Participant deferral / active EE | $3,663 | $2,643+38.6% | $4,169-12.1% | $3,608+1.6% |
| Admin fee / account holder | $6,998 | $6,370+9.9% | $7,089-1.3% | $5,124+36.6% |