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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 | $54,604 | $49,976+9.3% | $66,674-18.1% | $82,637-33.9% |
| Participation rate | 98.4% | 63.1%+35.3pp | 73.7%+24.7pp | 68.1%+30.3pp |
| Annual return | 15.65% | 39.09%-23.4pp | 321.24%-305.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,963 | $1,988-1.3% | $2,620-25.1% | $2,552-23.1% |
| Participant deferral / active EE | $3,284 | $2,847+15.4% | $4,084-19.6% | $4,126-20.4% |
| Admin fee / account holder | $5,947 | $4,594+29.5% | $5,098+16.6% | $7,339-19.0% |