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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 | $67,067 | $53,128+26.2% | $86,582-22.5% | $70,126-4.4% |
| Participation rate | 96.7% | 65.3%+31.4pp | 73.5%+23.1pp | 69.5%+27.1pp |
| Annual return | 14.87% | 27.66%-12.8pp | 965.08%-950.2pp | 73.15%-58.3pp |
| Employer contribution / active EE | $4,700 | $2,068+127.2% | $2,839+65.5% | $2,343+100.6% |
| Participant deferral / active EE | $2,358 | $2,695-12.5% | $3,609-34.6% | $3,332-29.2% |
| Admin fee / account holder | $5,317 | $3,584+48.4% | $4,904+8.4% | $4,645+14.5% |