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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 | $74,283 | $73,978+0.4% | $96,515-23.0% | $75,173-1.2% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.1pp |
| Annual return | 25.47% | 26.72%-1.2pp | 35.73%-10.3pp | 160.72%-135.2pp |
| Employer contribution / active EE | $9,162 | $2,931+212.6% | $3,740+145.0% | $2,671+243.0% |
| Participant deferral / active EE | $4,069 | $3,660+11.2% | $4,880-16.6% | $4,126-1.4% |
| Admin fee / account holder | $1,394 | $5,219-73.3% | $6,735-79.3% | $5,651-75.3% |