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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 | $67,551 | $49,976+35.2% | $66,674+1.3% | $82,637-18.3% |
| Participation rate | 98.9% | 63.1%+35.8pp | 73.7%+25.2pp | 68.1%+30.9pp |
| Annual return | 19.40% | 39.09%-19.7pp | 321.24%-301.8pp | 53.51%-34.1pp |
| Employer contribution / active EE | $2,545 | $1,988+28.0% | $2,620-2.9% | $2,552-0.3% |
| Participant deferral / active EE | $4,498 | $2,847+58.0% | $4,084+10.1% | $4,126+9.0% |
| Admin fee / account holder | $1,613 | $4,594-64.9% | $5,098-68.4% | $7,339-78.0% |