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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 | $88,361 | $78,423+12.7% | $95,964-7.9% | $79,856+10.7% |
| Participation rate | 97.1% | 73.5%+23.6pp | 77.1%+20.0pp | 69.6%+27.5pp |
| Annual return | 16.71% | 19.37%-2.7pp | 91.64%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,061 | $1,945+57.3% | $2,541+20.4% | $2,471+23.8% |
| Participant deferral / active EE | $7,039 | $3,440+104.6% | $4,167+68.9% | $3,741+88.2% |
| Admin fee / account holder | $1,073 | $5,622-80.9% | $6,797-84.2% | $5,306-79.8% |