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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 | $82,393 | $77,638+6.1% | $156,551-47.4% | $62,881+31.0% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 10.51% | 50.33%-39.8pp | 32.23%-21.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $612 | $3,444-82.2% | $5,501-88.9% | $2,281-73.2% |
| Participant deferral / active EE | $6,694 | $3,046+119.8% | $4,871+37.4% | $3,203+109.0% |
| Admin fee / account holder | $2,626 | $5,561-52.8% | $13,028-79.8% | $4,296-38.9% |