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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 | $68,876 | $44,850+53.6% | $60,547+13.8% | $59,633+15.5% |
| Participation rate | 78.7% | 59.5%+19.2pp | 68.0%+10.7pp | 68.7%+10.0pp |
| Annual return | 2.41% | 1074.14%-1071.7pp | 335.64%-333.2pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $1,564 | $1,462+7.0% | $2,419-35.3% | $2,203-29.0% |
| Participant deferral / active EE | $3,337 | $2,230+49.7% | $3,328+0.3% | $3,192+4.6% |
| Admin fee / account holder | $3,001 | $3,635-17.5% | $4,536-33.8% | $4,297-30.2% |