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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 | $68,108 | $45,050+51.2% | $63,018+8.1% | $70,126-2.9% |
| Participation rate | 95.7% | 69.5%+26.2pp | 74.8%+20.9pp | 69.5%+26.2pp |
| Annual return | 13.66% | 18.76%-5.1pp | 87.62%-74.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $2,342 | $2,052+14.1% | $2,761-15.2% | $2,3430% |
| Participant deferral / active EE | $3,155 | $2,466+28.0% | $3,330-5.2% | $3,332-5.3% |
| Admin fee / account holder | $675 | $2,834-76.2% | $3,601-81.3% | $4,645-85.5% |