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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 | $69,047 | $75,183-8.2% | $123,894-44.3% | $55,167+25.2% |
| Participation rate | 99.0% | 72.8%+26.2pp | 81.4%+17.6pp | 69.0%+30.1pp |
| Annual return | 10.28% | 19.01%-8.7pp | 47.52%-37.2pp | 169.23%-159.0pp |
| Employer contribution / active EE | $3,976 | $2,823+40.8% | $4,617-13.9% | $1,963+102.6% |
| Participant deferral / active EE | $7,855 | $5,084+54.5% | $5,984+31.3% | $3,054+157.2% |
| Admin fee / account holder | $848 | $663+28.0% | $8,357-89.9% | $504+68.3% |