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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 | $48,622 | $48,053+1.2% | $84,637-42.6% | $72,976-33.4% |
| Participation rate | 97.9% | 57.6%+40.3pp | 68.2%+29.6pp | 69.5%+28.4pp |
| Annual return | 18.62% | 37.39%-18.8pp | 258.82%-240.2pp | 81.02%-62.4pp |
| Employer contribution / active EE | $2,758 | $1,602+72.1% | $2,653+3.9% | $2,440+13.0% |
| Participant deferral / active EE | $4,669 | $2,681+74.2% | $3,900+19.7% | $3,608+29.4% |
| Admin fee / account holder | $2,583 | $3,395-23.9% | $4,914-47.4% | $5,124-49.6% |