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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 | $64,929 | $72,486-10.4% | $87,103-25.5% | $72,976-11.0% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 20.57% | 24.46%-3.9pp | 28.19%-7.6pp | 81.02%-60.4pp |
| Employer contribution / active EE | $2,548 | $1,894+34.5% | $2,521+1.1% | $2,440+4.4% |
| Participant deferral / active EE | $5,062 | $3,270+54.8% | $4,049+25.0% | $3,608+40.3% |
| Admin fee / account holder | $16,632 | $5,055+229.1% | $7,491+122.0% | $5,124+224.6% |