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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 | $82,998 | $78,428+5.8% | $95,960-13.5% | $79,852+3.9% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.4pp | 69.6%+27.8pp |
| Annual return | 13.19% | 19.37%-6.2pp | 91.63%-78.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $3,470 | $1,945+78.4% | $2,541+36.5% | $2,471+40.4% |
| Participant deferral / active EE | $6,177 | $3,440+79.6% | $4,167+48.3% | $3,740+65.1% |
| Admin fee / account holder | $7,271 | $5,622+29.3% | $6,797+7.0% | $5,306+37.0% |