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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 | $77,295 | $53,127+45.5% | $86,597-10.7% | $70,131+10.2% |
| Participation rate | 76.7% | 65.3%+11.4pp | 73.5%+3.1pp | 69.5%+7.1pp |
| Annual return | 20.76% | 27.66%-6.9pp | 964.96%-944.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $666 | $2,068-67.8% | $2,840-76.6% | $2,342-71.6% |
| Participant deferral / active EE | $4,185 | $2,696+55.2% | $3,609+16.0% | $3,332+25.6% |
| Admin fee / account holder | $918 | $3,585-74.4% | $4,906-81.3% | $4,645-80.2% |