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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 | $63,809+21.2% | $81,353-5.0% | $80,935-4.5% |
| Participation rate | 95.9% | 63.9%+32.0pp | 69.5%+26.4pp | 67.7%+28.3pp |
| Annual return | 14.55% | 16.37%-1.8pp | 24.82%-10.3pp | 35.66%-21.1pp |
| Employer contribution / active EE | $5,039 | $1,981+154.4% | $2,464+104.5% | $2,757+82.8% |
| Participant deferral / active EE | $10,934 | $3,093+253.5% | $3,885+181.5% | $4,299+154.3% |
| Admin fee / account holder | $16,027 | $5,686+181.9% | $5,766+177.9% | $6,924+131.5% |