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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 | $77,846 | $101,063-23.0% | $81,473-4.5% | $147,585-47.3% |
| Participation rate | 95.8% | 74.5%+21.4pp | 68.0%+27.9pp | 82.8%+13.0pp |
| Annual return | 14.86% | 32.41%-17.5pp | 38.78%-23.9pp | 578.58%-563.7pp |
| Employer contribution / active EE | $4,451 | $3,206+38.8% | $2,568+73.3% | $4,876-8.7% |
| Participant deferral / active EE | $5,195 | $4,242+22.5% | $3,537+46.9% | $5,439-4.5% |
| Admin fee / account holder | $2,157 | $5,812-62.9% | $4,561-52.7% | $10,886-80.2% |