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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 | $56,388 | $81,208-30.6% | $98,920-43.0% | $79,852-29.4% |
| Participation rate | 95.9% | 72.5%+23.4pp | 76.0%+19.9pp | 69.6%+26.3pp |
| Annual return | 15.45% | 60.99%-45.5pp | 196.47%-181.0pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,945 | $1,960-0.8% | $2,689-27.7% | $2,471-21.3% |
| Participant deferral / active EE | $4,595 | $3,265+40.7% | $4,245+8.3% | $3,740+22.9% |
| Admin fee / account holder | $5,544 | $6,013-7.8% | $6,643-16.5% | $5,306+4.5% |