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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 | $77,272 | $77,638-0.5% | $156,551-50.6% | $62,881+22.9% |
| Participation rate | 98.7% | 71.2%+27.5pp | 84.0%+14.7pp | 69.3%+29.4pp |
| Annual return | 6.97% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,529 | $3,444+2.5% | $5,501-35.9% | $2,281+54.7% |
| Participant deferral / active EE | $6,103 | $3,046+100.4% | $4,871+25.3% | $3,203+90.5% |
| Admin fee / account holder | $1,428 | $5,561-74.3% | $13,028-89.0% | $4,296-66.8% |