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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 | $55,071 | $98,760-44.2% | $149,715-63.2% | $79,858-31.0% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 15.15% | 27.43%-12.3pp | 276.66%-261.5pp | 31.72%-16.6pp |
| Employer contribution / active EE | $3,775 | $3,217+17.3% | $4,645-18.7% | $2,471+52.8% |
| Participant deferral / active EE | $6,514 | $5,681+14.7% | $6,842-4.8% | $3,740+74.2% |
| Admin fee / account holder | $4,469 | $6,053-26.2% | $9,310-52.0% | $5,306-15.8% |