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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 | $75,404 | $84,236-10.5% | $170,435-55.8% | $70,126+7.5% |
| Participation rate | 97.3% | 70.8%+26.5pp | 83.6%+13.7pp | 69.5%+27.8pp |
| Annual return | 34.51% | 23.06%+11.4pp | 205.94%-171.4pp | 73.15%-38.6pp |
| Employer contribution / active EE | $3,555 | $3,387+5.0% | $5,432-34.6% | $2,343+51.8% |
| Participant deferral / active EE | $2,899 | $3,086-6.0% | $4,939-41.3% | $3,332-13.0% |
| Admin fee / account holder | $12,131 | $5,698+112.9% | $13,881-12.6% | $4,645+161.1% |