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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 | $76,176 | $51,207+48.8% | $70,565+8.0% | $75,177+1.3% |
| Participation rate | 97.2% | 61.0%+36.3pp | 68.4%+28.9pp | 67.2%+30.0pp |
| Annual return | 17.01% | 30.05%-13.0pp | 32.79%-15.8pp | 160.75%-143.7pp |
| Employer contribution / active EE | $3,341 | $1,826+82.9% | $2,976+12.3% | $2,671+25.1% |
| Participant deferral / active EE | $3,377 | $2,850+18.5% | $4,568-26.1% | $4,126-18.2% |
| Admin fee / account holder | $3,896 | $4,097-4.9% | $6,430-39.4% | $5,651-31.1% |