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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 | $66,892 | $84,236-20.6% | $170,435-60.8% | $70,126-4.6% |
| Participation rate | 98.1% | 70.8%+27.3pp | 83.6%+14.5pp | 69.5%+28.6pp |
| Annual return | 17.60% | 23.06%-5.5pp | 205.94%-188.3pp | 73.15%-55.6pp |
| Employer contribution / active EE | $5,975 | $3,387+76.4% | $5,432+10.0% | $2,343+155.1% |
| Participant deferral / active EE | $4,290 | $3,086+39.0% | $4,939-13.2% | $3,332+28.7% |
| Admin fee / account holder | $1,890 | $5,698-66.8% | $13,881-86.4% | $4,645-59.3% |