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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 | $66,459 | $49,255+34.9% | $70,494-5.7% | $79,856-16.8% |
| Participation rate | 97.6% | 69.2%+28.4pp | 75.1%+22.5pp | 69.6%+27.9pp |
| Annual return | 15.71% | 30.10%-14.4pp | 109.16%-93.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $4,273 | $2,100+103.5% | $2,738+56.1% | $2,471+72.9% |
| Participant deferral / active EE | $3,521 | $2,768+27.2% | $3,711-5.1% | $3,741-5.9% |
| Admin fee / account holder | $491 | $2,879-83.0% | $3,848-87.2% | $5,306-90.8% |