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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 | $75,503 | $73,787+2.3% | $98,716-23.5% | $82,448-8.4% |
| Participation rate | 98.0% | 61.4%+36.6pp | 69.3%+28.7pp | 68.1%+29.9pp |
| Annual return | 30.37% | 18.57%+11.8pp | 31.81%-1.4pp | 41.64%-11.3pp |
| Employer contribution / active EE | $6,205 | $1,511+310.6% | $2,279+172.3% | $2,551+143.2% |
| Participant deferral / active EE | $9,338 | $3,081+203.1% | $4,048+130.7% | $4,139+125.6% |
| Admin fee / account holder | $1,363 | $6,500-79.0% | $8,703-84.3% | $7,234-81.2% |