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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 | $77,066 | $107,421-28.3% | $182,262-57.7% | $94,015-18.0% |
| Participation rate | 97.4% | 77.8%+19.7pp | 84.2%+13.2pp | 70.8%+26.6pp |
| Annual return | 19.83% | 21.32%-1.5pp | 140.60%-120.8pp | 17.84%+2.0pp |
| Employer contribution / active EE | $5,061 | $3,448+46.8% | $5,046+0.3% | $2,790+81.4% |
| Participant deferral / active EE | $9,643 | $6,558+47.0% | $8,276+16.5% | $4,249+126.9% |
| Admin fee / account holder | $2,270 | $8,692-73.9% | $16,712-86.4% | $8,951-74.6% |