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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 | $76,785 | $62,549+22.8% | $85,705-10.4% | $85,851-10.6% |
| Participation rate | 90.5% | 61.1%+29.3pp | 69.9%+20.6pp | 69.3%+21.2pp |
| Annual return | 19.76% | 23.77%-4.0pp | 21.49%-1.7pp | 318.63%-298.9pp |
| Employer contribution / active EE | $3,101 | $1,755+76.6% | $2,619+18.4% | $2,565+20.9% |
| Participant deferral / active EE | $8,331 | $2,802+197.3% | $3,924+112.3% | $3,952+110.8% |
| Admin fee / account holder | $2,921 | $4,644-37.1% | $6,877-57.5% | $6,261-53.3% |