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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 | $73,442 | $47,848+53.5% | $81,473-9.9% | $70,126+4.7% |
| Participation rate | 92.9% | 58.3%+34.6pp | 68.0%+24.9pp | 69.5%+23.3pp |
| Annual return | 20.73% | 27.25%-6.5pp | 38.78%-18.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $9,495 | $1,527+521.8% | $2,568+269.8% | $2,343+305.4% |
| Participant deferral / active EE | $9,656 | $2,453+293.6% | $3,537+173.0% | $3,332+189.8% |
| Admin fee / account holder | $1,617 | $3,145-48.6% | $4,561-64.6% | $4,645-65.2% |