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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 | $75,728 | $77,920-2.8% | $149,723-49.4% | $75,177+0.7% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+18.9pp | 67.2%+30.5pp |
| Annual return | 15.70% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.1pp |
| Employer contribution / active EE | $5,658 | $3,138+80.3% | $4,821+17.3% | $2,671+111.8% |
| Participant deferral / active EE | $4,437 | $3,411+30.0% | $5,682-21.9% | $4,126+7.5% |
| Admin fee / account holder | $26,343 | $5,951+342.7% | $13,215+99.3% | $5,651+366.1% |