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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 | $70,827 | $89,367-20.7% | $141,191-49.8% | $72,975-2.9% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.5%+16.0pp | 69.5%+28.9pp |
| Annual return | 24.44% | 111.87%-87.4pp | 71.41%-47.0pp | 81.01%-56.6pp |
| Employer contribution / active EE | $3,052 | $3,115-2.0% | $4,736-35.6% | $2,440+25.1% |
| Participant deferral / active EE | $7,852 | $5,419+44.9% | $6,710+17.0% | $3,608+117.6% |
| Admin fee / account holder | $6,871 | $5,957+15.3% | $10,264-33.1% | $5,124+34.1% |