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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 | $72,040 | $138,385-47.9% | $184,243-60.9% | $80,925-11.0% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.7pp | 67.7%+29.8pp |
| Annual return | 13.43% | 20.02%-6.6pp | 28.82%-15.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $3,580 | $4,851-26.2% | $6,427-44.3% | $2,756+29.9% |
| Participant deferral / active EE | $6,952 | $7,075-1.7% | $9,132-23.9% | $4,299+61.7% |
| Admin fee / account holder | $2,688 | $10,489-74.4% | $13,914-80.7% | $6,940-61.3% |