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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 | $62,368 | $46,599+33.8% | $64,101-2.7% | $75,173-17.0% |
| Participation rate | 95.8% | 65.9%+29.9pp | 72.3%+23.5pp | 67.2%+28.6pp |
| Annual return | 17.93% | 26.06%-8.1pp | 33.72%-15.8pp | 160.72%-142.8pp |
| Employer contribution / active EE | $2,059 | $1,975+4.3% | $2,749-25.1% | $2,671-22.9% |
| Participant deferral / active EE | $4,757 | $2,837+67.7% | $3,881+22.6% | $4,126+15.3% |
| Admin fee / account holder | $7,624 | $2,956+157.9% | $3,070+148.3% | $5,651+34.9% |