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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 | $58,572 | $80,992-27.7% | $96,534-39.3% | $75,173-22.1% |
| Participation rate | 98.1% | 71.8%+26.3pp | 76.0%+22.1pp | 67.2%+30.9pp |
| Annual return | 16.83% | 27.05%-10.2pp | 25.88%-9.0pp | 160.72%-143.9pp |
| Employer contribution / active EE | $3,400 | $2,283+48.9% | $2,965+14.6% | $2,671+27.3% |
| Participant deferral / active EE | $4,015 | $3,929+2.2% | $4,851-17.2% | $4,126-2.7% |
| Admin fee / account holder | $19,569 | $6,717+191.3% | $8,253+137.1% | $5,651+246.3% |