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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 | $66,205 | $51,638+28.2% | $68,368-3.2% | $82,448-19.7% |
| Participation rate | 95.0% | 63.6%+31.4pp | 73.8%+21.2pp | 68.1%+26.9pp |
| Annual return | 17.78% | 37.53%-19.7pp | 292.57%-274.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,051 | $2,047+0.2% | $2,649-22.6% | $2,551-19.6% |
| Participant deferral / active EE | $5,674 | $2,914+94.7% | $4,123+37.6% | $4,139+37.1% |
| Admin fee / account holder | $4,229 | $4,643-8.9% | $5,150-17.9% | $7,234-41.5% |