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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 | $71,265 | $78,428-9.1% | $95,960-25.7% | $79,852-10.8% |
| Participation rate | 98.7% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.1pp |
| Annual return | 13.63% | 19.37%-5.7pp | 91.63%-78.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $3,835 | $1,945+97.1% | $2,541+50.9% | $2,471+55.2% |
| Participant deferral / active EE | $3,225 | $3,440-6.3% | $4,167-22.6% | $3,740-13.8% |
| Admin fee / account holder | $10,645 | $5,622+89.3% | $6,797+56.6% | $5,306+100.6% |