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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 | $68,468 | $58,828+16.4% | $78,002-12.2% | $62,881+8.9% |
| Participation rate | 98.0% | 71.1%+26.9pp | 75.5%+22.5pp | 69.3%+28.7pp |
| Annual return | 8.05% | 17.16%-9.1pp | 425.99%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,750 | $1,672+124.3% | $2,470+51.8% | $2,281+64.4% |
| Participant deferral / active EE | $3,403 | $2,686+26.7% | $3,497-2.7% | $3,203+6.2% |
| Admin fee / account holder | $2,529 | $4,393-42.4% | $5,481-53.9% | $4,296-41.1% |