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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 | $79,281 | $93,345-15.1% | $119,126-33.4% | $87,485-9.4% |
| Participation rate | 95.3% | 68.7%+26.6pp | 75.8%+19.6pp | 68.9%+26.4pp |
| Annual return | 15.70% | 19.08%-3.4pp | 282.11%-266.4pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,163 | $3,172-63.3% | $4,034-71.2% | $2,596-55.2% |
| Participant deferral / active EE | $3,861 | $4,099-5.8% | $5,318-27.4% | $4,274-9.7% |
| Admin fee / account holder | $6,621 | $8,039-17.6% | $10,693-38.1% | $7,775-14.8% |