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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 | $75,856 | $110,307-31.2% | $96,576-21.5% | $139,456-45.6% |
| Participation rate | 94.4% | 78.1%+16.3pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 20.28% | 26.40%-6.1pp | 25.87%-5.6pp | 373.45%-353.2pp |
| Employer contribution / active EE | $4,939 | $3,619+36.4% | $2,965+66.6% | $4,753+3.9% |
| Participant deferral / active EE | $7,307 | $5,547+31.7% | $4,851+50.6% | $6,711+8.9% |
| Admin fee / account holder | $2,240 | $11,597-80.7% | $8,253-72.9% | $11,407-80.4% |