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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 | $62,529 | $98,776-36.7% | $149,745-58.2% | $79,856-21.7% |
| Participation rate | 93.7% | 75.8%+17.9pp | 82.5%+11.2pp | 69.6%+24.0pp |
| Annual return | 18.33% | 27.38%-9.0pp | 276.72%-258.4pp | 31.71%-13.4pp |
| Employer contribution / active EE | $4,031 | $3,217+25.3% | $4,646-13.2% | $2,471+63.1% |
| Participant deferral / active EE | $6,722 | $5,681+18.3% | $6,843-1.8% | $3,741+79.7% |
| Admin fee / account holder | $2,736 | $6,053-54.8% | $9,312-70.6% | $5,306-48.4% |