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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 | $51,638+46.8% | $68,368+10.9% | $82,448-8.0% |
| Participation rate | 96.0% | 63.6%+32.4pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 16.34% | 37.53%-21.2pp | 292.57%-276.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,375 | $2,047+16.0% | $2,649-10.3% | $2,551-6.9% |
| Participant deferral / active EE | $4,800 | $2,914+64.8% | $4,123+16.4% | $4,139+16.0% |
| Admin fee / account holder | $602 | $4,643-87.0% | $5,150-88.3% | $7,234-91.7% |