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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 | $83,237 | $61,125+36.2% | $94,057-11.5% | $87,485-4.9% |
| Participation rate | 98.8% | 64.1%+34.7pp | 73.3%+25.4pp | 68.9%+29.8pp |
| Annual return | 13.66% | 35.20%-21.5pp | 480.62%-467.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,902 | $2,136-11.0% | $2,933-35.1% | $2,596-26.7% |
| Participant deferral / active EE | $3,509 | $3,260+7.6% | $4,709-25.5% | $4,274-17.9% |
| Admin fee / account holder | $2,372 | $5,629-57.9% | $7,244-67.3% | $7,775-69.5% |