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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 | $58,614 | $89,259-34.3% | $107,187-45.3% | $82,637-29.1% |
| Participation rate | 96.2% | 67.9%+28.3pp | 75.0%+21.2pp | 68.1%+28.2pp |
| Annual return | 20.94% | 21.02%-0.1pp | 204.55%-183.6pp | 53.51%-32.6pp |
| Employer contribution / active EE | $4,081 | $3,080+32.5% | $3,782+7.9% | $2,552+59.9% |
| Participant deferral / active EE | $8,380 | $4,037+107.6% | $5,096+64.4% | $4,126+103.1% |
| Admin fee / account holder | $2,024 | $7,381-72.6% | $9,162-77.9% | $7,339-72.4% |