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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 | $75,812 | $61,125+24.0% | $94,057-19.4% | $87,485-13.3% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.3%+22.7pp | 68.9%+27.1pp |
| Annual return | 16.34% | 35.20%-18.9pp | 480.62%-464.3pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,375 | $2,136+11.2% | $2,933-19.0% | $2,596-8.5% |
| Participant deferral / active EE | $4,800 | $3,260+47.2% | $4,709+1.9% | $4,274+12.3% |
| Admin fee / account holder | $602 | $5,629-89.3% | $7,244-91.7% | $7,775-92.3% |