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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 | $77,310 | $64,517+19.8% | $81,438-5.1% | $80,874-4.4% |
| Participation rate | 95.9% | 63.9%+32.0pp | 69.5%+26.4pp | 67.6%+28.3pp |
| Annual return | 14.55% | 16.35%-1.8pp | 24.74%-10.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $5,039 | $1,982+154.2% | $2,460+104.8% | $2,756+82.9% |
| Participant deferral / active EE | $10,934 | $3,096+253.2% | $3,883+181.6% | $4,297+154.5% |
| Admin fee / account holder | $16,027 | $5,677+182.3% | $5,764+178.1% | $6,935+131.1% |