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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 | $70,256 | $65,395+7.4% | $182,540-61.5% | $72,975-3.7% |
| Participation rate | 93.6% | 65.4%+28.1pp | 78.0%+15.6pp | 69.5%+24.1pp |
| Annual return | 22.54% | 27.68%-5.1pp | 148.58%-126.0pp | 81.01%-58.5pp |
| Employer contribution / active EE | $2,760 | $1,911+44.4% | $4,076-32.3% | $2,440+13.1% |
| Participant deferral / active EE | $6,286 | $3,563+76.4% | $5,525+13.8% | $3,608+74.2% |
| Admin fee / account holder | $13,330 | $4,245+214.0% | $8,593+55.1% | $5,124+160.1% |