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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 | $56,732 | $55,889+1.5% | $76,119-25.5% | $80,935-29.9% |
| Participation rate | 96.4% | 62.1%+34.4pp | 69.1%+27.4pp | 67.7%+28.8pp |
| Annual return | 17.22% | 20.58%-3.4pp | 361.25%-344.0pp | 35.66%-18.4pp |
| Employer contribution / active EE | $4,108 | $1,866+120.1% | $2,693+52.6% | $2,757+49.0% |
| Participant deferral / active EE | $6,507 | $3,051+113.3% | $4,259+52.8% | $4,299+51.3% |
| Admin fee / account holder | $2,231 | $5,241-57.4% | $6,421-65.3% | $6,924-67.8% |