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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 | $65,240 | $123,793-47.3% | $177,827-63.3% | $79,858-18.3% |
| Participation rate | 97.6% | 84.7%+13.0pp | 87.7%+9.9pp | 69.6%+28.0pp |
| Annual return | 11.47% | 22.82%-11.3pp | 48.32%-36.8pp | 31.72%-20.2pp |
| Employer contribution / active EE | $3,060 | $4,095-25.3% | $5,918-48.3% | $2,471+23.8% |
| Participant deferral / active EE | $4,454 | $5,956-25.2% | $7,713-42.3% | $3,740+19.1% |
| Admin fee / account holder | $3,717 | $7,243-48.7% | $12,429-70.1% | $5,306-29.9% |