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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 | $66,053 | $46,599+41.7% | $64,101+3.0% | $75,173-12.1% |
| Participation rate | 96.5% | 65.9%+30.6pp | 72.3%+24.2pp | 67.2%+29.3pp |
| Annual return | 21.36% | 26.06%-4.7pp | 33.72%-12.4pp | 160.72%-139.4pp |
| Employer contribution / active EE | $2,972 | $1,975+50.5% | $2,749+8.1% | $2,671+11.3% |
| Participant deferral / active EE | $7,706 | $2,837+171.6% | $3,881+98.6% | $4,126+86.8% |
| Admin fee / account holder | $1,020 | $2,956-65.5% | $3,070-66.8% | $5,651-82.0% |