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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 | $85,220 | $86,298-1.2% | $111,308-23.4% | $85,847-0.7% |
| Participation rate | 98.4% | 73.3%+25.0pp | 77.3%+21.0pp | 69.3%+29.0pp |
| Annual return | 17.68% | 19.99%-2.3pp | 54.67%-37.0pp | 318.61%-300.9pp |
| Employer contribution / active EE | $3,287 | $2,044+60.9% | $2,732+20.3% | $2,565+28.1% |
| Participant deferral / active EE | $7,850 | $3,641+115.6% | $4,487+74.9% | $3,952+98.6% |
| Admin fee / account holder | $4,791 | $8,189-41.5% | $7,965-39.9% | $6,261-23.5% |