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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 | $71,964 | $77,901-7.6% | $149,717-51.9% | $75,181-4.3% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 20.30% | 31.73%-11.4pp | 134.41%-114.1pp | 160.69%-140.4pp |
| Employer contribution / active EE | $2,470 | $3,137-21.3% | $4,820-48.8% | $2,671-7.5% |
| Participant deferral / active EE | $3,962 | $3,411+16.2% | $5,682-30.3% | $4,126-4.0% |
| Admin fee / account holder | $1,316 | $5,949-77.9% | $13,213-90.0% | $5,650-76.7% |