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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 | $59,222 | $78,423-24.5% | $95,964-38.3% | $79,856-25.8% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 10.55% | 19.37%-8.8pp | 91.64%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $7,191 | $1,945+269.6% | $2,541+183.0% | $2,471+191.0% |
| Participant deferral / active EE | $3,789 | $3,440+10.1% | $4,167-9.1% | $3,741+1.3% |
| Admin fee / account holder | $12,159 | $5,622+116.3% | $6,797+78.9% | $5,306+129.1% |