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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 | $65,218 | $59,440+9.7% | $78,004-16.4% | $82,637-21.1% |
| Participation rate | 96.9% | 62.8%+34.1pp | 69.4%+27.4pp | 68.1%+28.8pp |
| Annual return | 14.99% | 40.24%-25.3pp | 31.07%-16.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $6,138 | $1,750+250.6% | $2,469+148.6% | $2,552+140.5% |
| Participant deferral / active EE | $3,861 | $3,138+23.0% | $4,092-5.6% | $4,126-6.4% |
| Admin fee / account holder | $3,570 | $5,504-35.1% | $7,578-52.9% | $7,339-51.4% |