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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 | $63,718 | $45,082+41.3% | $69,464-8.3% | $72,975-12.7% |
| Participation rate | 97.4% | 68.5%+28.9pp | 74.6%+22.8pp | 69.5%+27.9pp |
| Annual return | 22.96% | 22.66%+0.3pp | 28.98%-6.0pp | 81.01%-58.1pp |
| Employer contribution / active EE | $11,711 | $2,055+469.8% | $2,779+321.4% | $2,440+379.9% |
| Participant deferral / active EE | $3,341 | $2,604+28.3% | $3,536-5.5% | $3,608-7.4% |
| Admin fee / account holder | $8,997 | $3,057+194.3% | $3,840+134.3% | $5,124+75.6% |