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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 | $77,248 | $95,406-19.0% | $185,849-58.4% | $85,847-10.0% |
| Participation rate | 97.4% | 68.8%+28.6pp | 81.7%+15.7pp | 69.3%+28.0pp |
| Annual return | 31.46% | 23.59%+7.9pp | 122.10%-90.6pp | 318.61%-287.1pp |
| Employer contribution / active EE | $2,361 | $3,314-28.7% | $5,169-54.3% | $2,565-8.0% |
| Participant deferral / active EE | $2,147 | $3,424-37.3% | $5,569-61.4% | $3,952-45.7% |
| Admin fee / account holder | $4,853 | $7,214-32.7% | $16,244-70.1% | $6,261-22.5% |