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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 | $62,038 | $73,107-15.1% | $114,563-45.8% | $87,485-29.1% |
| Participation rate | 95.7% | 65.8%+29.9pp | 72.9%+22.7pp | 68.9%+26.7pp |
| Annual return | 19.35% | 19.47%-0.1pp | 241.09%-221.7pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,634 | $1,881-13.1% | $2,592-37.0% | $2,596-37.1% |
| Participant deferral / active EE | $3,633 | $3,144+15.6% | $4,142-12.3% | $4,274-15.0% |
| Admin fee / account holder | $4,771 | $5,770-17.3% | $7,623-37.4% | $7,775-38.6% |