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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 | $75,729 | $48,314+56.7% | $67,561+12.1% | $80,925-6.4% |
| Participation rate | 82.4% | 66.4%+16.0pp | 72.9%+9.4pp | 67.7%+14.7pp |
| Annual return | 11.54% | 18.28%-6.7pp | 3525.44%-3513.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $2,052 | $2,022+1.5% | $2,735-25.0% | $2,756-25.6% |
| Participant deferral / active EE | $2,052 | $2,927-29.9% | $4,003-48.7% | $4,299-52.3% |
| Admin fee / account holder | $4,585 | $3,690+24.3% | $4,006+14.5% | $6,940-33.9% |