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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 | $51,638+30.8% | $68,368-1.2% | $82,448-18.1% |
| Participation rate | 98.9% | 63.6%+35.3pp | 73.8%+25.2pp | 68.1%+30.8pp |
| Annual return | 19.40% | 37.53%-18.1pp | 292.57%-273.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,545 | $2,047+24.4% | $2,649-3.9% | $2,551-0.2% |
| Participant deferral / active EE | $4,498 | $2,914+54.4% | $4,123+9.1% | $4,139+8.7% |
| Admin fee / account holder | $1,613 | $4,643-65.3% | $5,150-68.7% | $7,234-77.7% |