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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 | $56,060+1.2% | $76,002-25.4% | $80,874-29.9% |
| Participation rate | 96.4% | 62.0%+34.4pp | 69.1%+27.3pp | 67.6%+28.8pp |
| Annual return | 17.22% | 20.54%-3.3pp | 360.07%-342.8pp | 35.62%-18.4pp |
| Employer contribution / active EE | $4,108 | $1,873+119.3% | $2,688+52.8% | $2,756+49.1% |
| Participant deferral / active EE | $6,507 | $3,051+113.2% | $4,257+52.9% | $4,297+51.4% |
| Admin fee / account holder | $2,231 | $5,237-57.4% | $6,414-65.2% | $6,935-67.8% |