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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 | $62,662 | $93,346-32.9% | $71,796-12.7% | $273,972-77.1% |
| Participation rate | 95.2% | 76.5%+18.7pp | 69.1%+26.1pp | 83.0%+12.2pp |
| Annual return | 3.65% | 130.39%-126.7pp | 78.04%-74.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $6,498 | $2,733+137.7% | $1,924+237.7% | $4,869+33.5% |
| Participant deferral / active EE | $3,999 | $3,475+15.1% | $2,794+43.1% | $5,287-24.4% |
| Admin fee / account holder | $384 | $6,571-94.2% | $4,815-92.0% | $10,133-96.2% |