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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 | $69,671 | $78,690-11.5% | $161,489-56.9% | $87,485-20.4% |
| Participation rate | 98.3% | 67.5%+30.8pp | 78.7%+19.6pp | 68.9%+29.4pp |
| Annual return | 18.46% | 32.74%-14.3pp | 89.72%-71.3pp | 26.06%-7.6pp |
| Employer contribution / active EE | $6,022 | $2,588+132.7% | $4,268+41.1% | $2,596+132.0% |
| Participant deferral / active EE | $4,008 | $3,311+21.1% | $5,630-28.8% | $4,274-6.2% |
| Admin fee / account holder | $2,117 | $6,724-68.5% | $16,006-86.8% | $7,775-72.8% |