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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 | $72,489 | $103,393-29.9% | $87,103-16.8% | $152,909-52.6% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.9%+18.1pp | 82.5%+12.5pp |
| Annual return | 25.40% | 28.10%-2.7pp | 28.19%-2.8pp | 345.46%-320.1pp |
| Employer contribution / active EE | $6,194 | $3,221+92.3% | $2,521+145.6% | $4,764+30.0% |
| Participant deferral / active EE | $4,822 | $4,778+0.9% | $4,049+19.1% | $5,851-17.6% |
| Admin fee / account holder | $1,210 | $12,195-90.1% | $7,491-83.9% | $11,601-89.6% |