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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 | $74,001 | $65,041+13.8% | $90,965-18.6% | $79,858-7.3% |
| Participation rate | 98.3% | 61.6%+36.7pp | 69.0%+29.3pp | 69.6%+28.7pp |
| Annual return | 13.41% | 30.45%-17.0pp | 134.57%-121.2pp | 31.72%-18.3pp |
| Employer contribution / active EE | $2,942 | $1,247+135.9% | $2,122+38.6% | $2,471+19.1% |
| Participant deferral / active EE | $4,844 | $2,512+92.9% | $3,373+43.6% | $3,740+29.5% |
| Admin fee / account holder | $2,535 | $4,536-44.1% | $5,960-57.5% | $5,306-52.2% |