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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 | $73,068 | $77,920-6.2% | $149,723-51.2% | $75,177-2.8% |
| Participation rate | 98.2% | 65.6%+32.6pp | 78.8%+19.4pp | 67.2%+31.0pp |
| Annual return | 15.43% | 31.72%-16.3pp | 134.50%-119.1pp | 160.75%-145.3pp |
| Employer contribution / active EE | $3,942 | $3,138+25.6% | $4,821-18.2% | $2,671+47.6% |
| Participant deferral / active EE | $6,218 | $3,411+82.3% | $5,682+9.4% | $4,126+50.7% |
| Admin fee / account holder | $2,207 | $5,951-62.9% | $13,215-83.3% | $5,651-60.9% |