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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 | $72,832 | $58,241+25.1% | $81,780-10.9% | $80,911-10.0% |
| Participation rate | 97.3% | 63.4%+33.8pp | 72.4%+24.9pp | 67.6%+29.6pp |
| Annual return | 14.39% | 41.73%-27.3pp | 776.27%-761.9pp | 35.63%-21.2pp |
| Employer contribution / active EE | $1,676 | $2,343-28.5% | $2,914-42.5% | $2,756-39.2% |
| Participant deferral / active EE | $3,177 | $3,283-3.2% | $4,321-26.5% | $4,297-26.1% |
| Admin fee / account holder | $4,043 | $4,973-18.7% | $7,384-45.3% | $6,935-41.7% |