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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 | $103,782 | $51,638+101.0% | $68,368+51.8% | $82,448+25.9% |
| Participation rate | 97.8% | 63.6%+34.2pp | 73.8%+24.1pp | 68.1%+29.8pp |
| Annual return | 15.08% | 37.53%-22.5pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,984 | $2,047-3.1% | $2,649-25.1% | $2,551-22.2% |
| Participant deferral / active EE | $3,470 | $2,914+19.1% | $4,123-15.8% | $4,139-16.2% |
| Admin fee / account holder | $1,027 | $4,643-77.9% | $5,150-80.1% | $7,234-85.8% |