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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 | $78,522 | $75,058+4.6% | $152,301-48.4% | $64,340+22.0% |
| Participation rate | 99.0% | 60.9%+38.1pp | 82.4%+16.6pp | 55.2%+43.8pp |
| Annual return | 19.74% | 29.93%-10.2pp | 80.50%-60.8pp | 24.14%-4.4pp |
| Employer contribution / active EE | $4,630 | $2,605+77.7% | $4,624+0.1% | $1,862+148.7% |
| Participant deferral / active EE | $7,823 | $5,041+55.2% | $8,004-2.3% | $2,980+162.5% |
| Admin fee / account holder | $2,214 | $4,050-45.3% | $14,398-84.6% | $3,703-40.2% |