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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 | $81,026 | $54,757+48.0% | $90,304-10.3% | $72,975+11.0% |
| Participation rate | 96.6% | 65.2%+31.4pp | 73.3%+23.3pp | 69.5%+27.1pp |
| Annual return | 20.02% | 30.63%-10.6pp | 78.13%-58.1pp | 81.01%-61.0pp |
| Employer contribution / active EE | $3,227 | $2,093+54.2% | $2,855+13.0% | $2,440+32.3% |
| Participant deferral / active EE | $3,216 | $2,887+11.4% | $3,885-17.2% | $3,608-10.9% |
| Admin fee / account holder | $1,333 | $3,973-66.5% | $5,354-75.1% | $5,124-74.0% |