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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 | $70,564 | $65,367+7.9% | $92,915-24.1% | $72,976-3.3% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 30.62% | 42.11%-11.5pp | 109.45%-78.8pp | 81.02%-50.4pp |
| Employer contribution / active EE | $1,658 | $2,594-36.1% | $3,653-54.6% | $2,440-32.1% |
| Participant deferral / active EE | $5,803 | $3,128+85.5% | $4,238+36.9% | $3,608+60.8% |
| Admin fee / account holder | $1,093 | $4,251-74.3% | $5,796-81.1% | $5,124-78.7% |