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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 | $76,997 | $98,776-22.0% | $149,745-48.6% | $79,856-3.6% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 15.11% | 27.38%-12.3pp | 276.72%-261.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,705 | $3,217+15.2% | $4,646-20.3% | $2,471+49.9% |
| Participant deferral / active EE | $8,957 | $5,681+57.6% | $6,843+30.9% | $3,741+139.4% |
| Admin fee / account holder | $8,808 | $6,053+45.5% | $9,312-5.4% | $5,306+66.0% |