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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 | $71,202 | $78,423-9.2% | $95,964-25.8% | $79,856-10.8% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.3pp |
| Annual return | 13.78% | 19.37%-5.6pp | 91.64%-77.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,179 | $1,945+63.4% | $2,541+25.1% | $2,471+28.7% |
| Participant deferral / active EE | $7,044 | $3,440+104.8% | $4,167+69.1% | $3,741+88.3% |
| Admin fee / account holder | $875 | $5,622-84.4% | $6,797-87.1% | $5,306-83.5% |