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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 | $70,746 | $60,442+17.0% | $96,754-26.9% | $87,485-19.1% |
| Participation rate | 97.4% | 58.7%+38.7pp | 70.3%+27.1pp | 68.9%+28.5pp |
| Annual return | 13.43% | 21.97%-8.5pp | 82.04%-68.6pp | 26.06%-12.6pp |
| Employer contribution / active EE | $2,697 | $1,691+59.5% | $2,679+0.7% | $2,596+3.9% |
| Participant deferral / active EE | $3,145 | $3,280-4.1% | $4,758-33.9% | $4,274-26.4% |
| Admin fee / account holder | $2,477 | $5,069-51.1% | $8,905-72.2% | $7,775-68.1% |