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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 | $62,499 | $99,994-37.5% | $146,647-57.4% | $85,851-27.2% |
| Participation rate | 96.7% | 73.1%+23.6pp | 80.1%+16.6pp | 69.3%+27.3pp |
| Annual return | 14.73% | 18.93%-4.2pp | 22.75%-8.0pp | 318.63%-303.9pp |
| Employer contribution / active EE | $1,500 | $2,559-41.4% | $4,137-63.7% | $2,565-41.5% |
| Participant deferral / active EE | $5,204 | $4,006+29.9% | $5,506-5.5% | $3,952+31.7% |
| Admin fee / account holder | $2,819 | $7,703-63.4% | $10,281-72.6% | $6,261-55.0% |