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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 | $69,546 | $65,367+6.4% | $92,915-25.2% | $72,976-4.7% |
| Participation rate | 98.9% | 68.3%+30.6pp | 76.0%+22.9pp | 69.5%+29.4pp |
| Annual return | 21.51% | 42.11%-20.6pp | 109.45%-87.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $6,277 | $2,594+142.0% | $3,653+71.8% | $2,440+157.3% |
| Participant deferral / active EE | $3,643 | $3,128+16.5% | $4,238-14.0% | $3,608+1.0% |
| Admin fee / account holder | $2,787 | $4,251-34.5% | $5,796-51.9% | $5,124-45.6% |