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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 | $70,831 | $48,364+46.5% | $71,796-1.3% | $62,881+12.6% |
| Participation rate | 95.7% | 60.6%+35.0pp | 69.1%+26.5pp | 69.3%+26.3pp |
| Annual return | 7.88% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,110 | $1,042+6.6% | $1,924-42.3% | $2,281-51.3% |
| Participant deferral / active EE | $2,896 | $2,091+38.5% | $2,794+3.6% | $3,203-9.6% |
| Admin fee / account holder | $8,817 | $3,771+133.8% | $4,815+83.1% | $4,296+105.3% |