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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 | $74,810 | $76,551-2.3% | $123,894-39.6% | $62,881+19.0% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | 8.44% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,668 | $2,882+27.3% | $4,617-20.6% | $2,281+60.8% |
| Participant deferral / active EE | $4,230 | $4,840-12.6% | $5,984-29.3% | $3,203+32.1% |
| Admin fee / account holder | $585 | $4,826-87.9% | $8,357-93.0% | $4,296-86.4% |