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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 | $69,363 | $62,672+10.7% | $185,117-62.5% | $70,126-1.1% |
| Participation rate | 97.8% | 63.8%+34.0pp | 77.3%+20.5pp | 69.5%+28.2pp |
| Annual return | 15.93% | 40.79%-24.9pp | 40.50%-24.6pp | 73.15%-57.2pp |
| Employer contribution / active EE | $2,047 | $1,753+16.8% | $4,182-51.1% | $2,343-12.6% |
| Participant deferral / active EE | $4,451 | $3,272+36.0% | $5,045-11.8% | $3,332+33.6% |
| Admin fee / account holder | $1,880 | $3,932-52.2% | $8,159-77.0% | $4,645-59.5% |