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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 | $78,040 | $61,125+27.7% | $94,057-17.0% | $87,485-10.8% |
| Participation rate | 96.2% | 64.1%+32.1pp | 73.3%+22.9pp | 68.9%+27.3pp |
| Annual return | 15.40% | 35.20%-19.8pp | 480.62%-465.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,566 | $2,136-26.7% | $2,933-46.6% | $2,596-39.7% |
| Participant deferral / active EE | $3,032 | $3,260-7.0% | $4,709-35.6% | $4,274-29.0% |
| Admin fee / account holder | $5,602 | $5,629-0.5% | $7,244-22.7% | $7,775-27.9% |