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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 | $75,174 | $69,511+8.1% | $94,672-20.6% | $71,529+5.1% |
| Participation rate | 99.0% | 78.4%+20.6pp | 80.8%+18.2pp | 67.9%+31.1pp |
| Annual return | 20.23% | 29.67%-9.4pp | 156.89%-136.7pp | 28.97%-8.7pp |
| Employer contribution / active EE | $4,576 | $2,853+60.4% | $3,673+24.6% | $2,590+76.7% |
| Participant deferral / active EE | $4,456 | $7,348-39.4% | $7,417-39.9% | $4,291+3.8% |
| Admin fee / account holder | $2,416 | $1,211+99.6% | $7,222-66.5% | $1,588+52.1% |