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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 | $80,556 | $81,233-0.8% | $155,567-48.2% | $80,874-0.4% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 13.56% | 33.33%-19.8pp | 64.74%-51.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $5,709 | $3,101+84.1% | $4,674+22.1% | $2,756+107.2% |
| Participant deferral / active EE | $5,026 | $3,452+45.6% | $5,628-10.7% | $4,297+17.0% |
| Admin fee / account holder | $2,302 | $7,998-71.2% | $15,916-85.5% | $6,935-66.8% |