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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 | $76,844 | $46,596+64.9% | $64,085+19.9% | $75,173+2.2% |
| Participation rate | 96.8% | 65.9%+30.8pp | 72.3%+24.5pp | 67.2%+29.6pp |
| Annual return | 28.99% | 26.04%+2.9pp | 33.69%-4.7pp | 160.65%-131.7pp |
| Employer contribution / active EE | $3,385 | $1,975+71.3% | $2,747+23.2% | $2,670+26.7% |
| Participant deferral / active EE | $3,595 | $2,839+26.6% | $3,881-7.4% | $4,126-12.9% |
| Admin fee / account holder | $12,928 | $2,954+337.6% | $3,069+321.2% | $5,651+128.8% |