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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 | $62,460 | $86,298-27.6% | $111,308-43.9% | $85,847-27.2% |
| Participation rate | 97.1% | 73.3%+23.8pp | 77.3%+19.8pp | 69.3%+27.8pp |
| Annual return | 13.54% | 19.99%-6.5pp | 54.67%-41.1pp | 318.61%-305.1pp |
| Employer contribution / active EE | $2,500 | $2,044+22.3% | $2,732-8.5% | $2,565-2.6% |
| Participant deferral / active EE | $2,267 | $3,641-37.7% | $4,487-49.5% | $3,952-42.6% |
| Admin fee / account holder | $684 | $8,189-91.6% | $7,965-91.4% | $6,261-89.1% |