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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 | $69,163 | $69,477-0.5% | $94,679-27.0% | $71,495-3.3% |
| Participation rate | 99.2% | 78.4%+20.8pp | 80.8%+18.4pp | 67.9%+31.3pp |
| Annual return | 30.74% | 29.66%+1.1pp | 156.75%-126.0pp | 28.85%+1.9pp |
| Employer contribution / active EE | $4,803 | $2,853+68.3% | $3,673+30.8% | $2,589+85.5% |
| Participant deferral / active EE | $11,089 | $7,345+51.0% | $7,417+49.5% | $4,291+158.4% |
| Admin fee / account holder | $3,693 | $1,210+205.3% | $7,233-48.9% | $1,588+132.6% |