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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 | $62,926 | $67,606-6.9% | $82,313-23.6% | $70,124-10.3% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 21.28% | 21.57%-0.3pp | 25.88%-4.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $3,387 | $1,755+93.0% | $2,428+39.5% | $2,342+44.6% |
| Participant deferral / active EE | $6,524 | $2,987+118.4% | $3,706+76.0% | $3,332+95.8% |
| Admin fee / account holder | $2,528 | $4,512-44.0% | $5,608-54.9% | $4,645-45.6% |