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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 | $76,051 | $101,069-24.8% | $81,478-6.7% | $147,585-48.5% |
| Participation rate | 94.1% | 74.5%+19.7pp | 68.0%+26.2pp | 82.8%+11.3pp |
| Annual return | 16.14% | 32.40%-16.3pp | 38.78%-22.6pp | 578.57%-562.4pp |
| Employer contribution / active EE | $4,596 | $3,205+43.4% | $2,568+79.0% | $4,876-5.7% |
| Participant deferral / active EE | $3,650 | $4,242-14.0% | $3,537+3.2% | $5,439-32.9% |
| Admin fee / account holder | $3,103 | $5,812-46.6% | $4,561-32.0% | $10,885-71.5% |