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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 | $74,839 | $46,599+60.6% | $64,101+16.8% | $75,173-0.4% |
| Participation rate | 98.5% | 65.9%+32.6pp | 72.3%+26.2pp | 67.2%+31.3pp |
| Annual return | 19.36% | 26.06%-6.7pp | 33.72%-14.4pp | 160.72%-141.4pp |
| Employer contribution / active EE | $4,276 | $1,975+116.5% | $2,749+55.6% | $2,671+60.1% |
| Participant deferral / active EE | $4,558 | $2,837+60.7% | $3,881+17.4% | $4,126+10.5% |
| Admin fee / account holder | $2,930 | $2,956-0.9% | $3,070-4.6% | $5,651-48.1% |