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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 | $72,331 | $78,707-8.1% | $117,861-38.6% | $70,126+3.1% |
| Participation rate | 92.8% | 73.2%+19.6pp | 79.7%+13.1pp | 69.5%+23.2pp |
| Annual return | 15.36% | 23.30%-7.9pp | 335.11%-319.7pp | 73.15%-57.8pp |
| Employer contribution / active EE | $3,499 | $2,223+57.4% | $3,786-7.6% | $2,343+49.4% |
| Participant deferral / active EE | $3,530 | $3,297+7.1% | $4,482-21.2% | $3,332+6.0% |
| Admin fee / account holder | $1,806 | $5,066-64.3% | $8,021-77.5% | $4,645-61.1% |