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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 | $67,907 | $49,249+37.9% | $70,476-3.6% | $79,852-15.0% |
| Participation rate | 98.6% | 69.2%+29.4pp | 75.1%+23.6pp | 69.6%+29.0pp |
| Annual return | 13.26% | 30.09%-16.8pp | 109.12%-95.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $2,012 | $2,100-4.2% | $2,738-26.5% | $2,471-18.6% |
| Participant deferral / active EE | $2,399 | $2,769-13.4% | $3,710-35.3% | $3,740-35.9% |
| Admin fee / account holder | $1,286 | $2,878-55.3% | $3,847-66.6% | $5,306-75.8% |