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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 | $59,656 | $57,073+4.5% | $85,126-29.9% | $80,925-26.3% |
| Participation rate | 95.7% | 56.4%+39.3pp | 67.5%+28.2pp | 67.7%+28.1pp |
| Annual return | 16.61% | 21.69%-5.1pp | 66.63%-50.0pp | 35.65%-19.0pp |
| Employer contribution / active EE | $11,171 | $1,801+520.4% | $2,731+309.0% | $2,756+305.3% |
| Participant deferral / active EE | $14,830 | $3,113+376.4% | $4,523+227.9% | $4,299+245.0% |
| Admin fee / account holder | $7,798 | $4,988+56.3% | $6,160+26.6% | $6,940+12.4% |