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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 | $73,566 | $71,230+3.3% | $93,727-21.5% | $80,959-9.1% |
| Participation rate | 98.6% | 60.4%+38.3pp | 68.7%+29.9pp | 67.7%+31.0pp |
| Annual return | 11.88% | 11.26%+0.6pp | 133.83%-121.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $3,983 | $1,565+154.5% | $2,421+64.5% | $2,757+44.5% |
| Participant deferral / active EE | $4,113 | $4,037+1.9% | $4,417-6.9% | $4,300-4.4% |
| Admin fee / account holder | $3,982 | $6,961-42.8% | $8,292-52.0% | $6,925-42.5% |