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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 | $63,913 | $89,367-28.5% | $141,191-54.7% | $72,975-12.4% |
| Participation rate | 98.8% | 75.1%+23.6pp | 82.5%+16.3pp | 69.5%+29.3pp |
| Annual return | 21.39% | 111.87%-90.5pp | 71.41%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $2,052 | $3,115-34.1% | $4,736-56.7% | $2,440-15.9% |
| Participant deferral / active EE | $4,796 | $5,419-11.5% | $6,710-28.5% | $3,608+32.9% |
| Admin fee / account holder | $14,290 | $5,957+139.9% | $10,264+39.2% | $5,124+178.9% |