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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 | $64,695 | $53,837+20.2% | $75,714-14.6% | $85,847-24.6% |
| Participation rate | 98.3% | 69.1%+29.2pp | 74.8%+23.4pp | 69.3%+29.0pp |
| Annual return | 14.66% | 24.54%-9.9pp | 104.62%-90.0pp | 318.61%-303.9pp |
| Employer contribution / active EE | $4,264 | $2,017+111.3% | $2,744+55.4% | $2,565+66.2% |
| Participant deferral / active EE | $4,128 | $2,895+42.6% | $3,820+8.1% | $3,952+4.5% |
| Admin fee / account holder | $1,801 | $3,339-46.1% | $3,619-50.2% | $6,261-71.2% |