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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 | $73,780 | $51,606+43.0% | $129,339-43.0% | $80,911-8.8% |
| Participation rate | 96.2% | 57.0%+39.2pp | 69.6%+26.5pp | 67.6%+28.5pp |
| Annual return | 14.90% | 20.76%-5.9pp | 9437.05%-9422.2pp | 35.63%-20.7pp |
| Employer contribution / active EE | $3,608 | $1,582+128.0% | $4,154-13.1% | $2,756+30.9% |
| Participant deferral / active EE | $8,288 | $2,669+210.6% | $4,170+98.8% | $4,297+92.9% |
| Admin fee / account holder | $3,828 | $4,310-11.2% | $7,668-50.1% | $6,935-44.8% |