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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 | $71,675 | $85,171-15.8% | $172,753-58.5% | $72,976-1.8% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.5pp |
| Annual return | 20.94% | 27.32%-6.4pp | 803.00%-782.1pp | 81.02%-60.1pp |
| Employer contribution / active EE | $3,967 | $3,324+19.3% | $5,144-22.9% | $2,440+62.6% |
| Participant deferral / active EE | $3,700 | $3,260+13.5% | $5,198-28.8% | $3,608+2.6% |
| Admin fee / account holder | $723 | $5,880-87.7% | $13,956-94.8% | $5,124-85.9% |