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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 | $69,552 | $78,423-11.3% | $95,964-27.5% | $79,856-12.9% |
| Participation rate | 97.3% | 73.5%+23.8pp | 77.1%+20.2pp | 69.6%+27.7pp |
| Annual return | 15.50% | 19.37%-3.9pp | 91.64%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,903 | $1,945+100.6% | $2,541+53.6% | $2,471+57.9% |
| Participant deferral / active EE | $3,865 | $3,440+12.4% | $4,167-7.2% | $3,741+3.3% |
| Admin fee / account holder | $6,429 | $5,622+14.4% | $6,797-5.4% | $5,306+21.2% |