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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 | $66,641 | $46,732+42.6% | $156,551-57.4% | $55,167+20.8% |
| Participation rate | 99.0% | 65.8%+33.2pp | 84.0%+15.0pp | 69.0%+30.0pp |
| Annual return | 8.42% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $3,309 | $2,105+57.2% | $5,501-39.9% | $1,963+68.6% |
| Participant deferral / active EE | $4,228 | $2,204+91.8% | $4,871-13.2% | $3,054+38.4% |
| Admin fee / account holder | $404 | $418-3.4% | $13,028-96.9% | $504-19.8% |