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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 | $73,606 | $77,908-5.5% | $149,696-50.8% | $75,173-2.1% |
| Participation rate | 93.5% | 65.6%+28.0pp | 78.8%+14.8pp | 67.2%+26.3pp |
| Annual return | 23.22% | 31.73%-8.5pp | 134.46%-111.2pp | 160.72%-137.5pp |
| Employer contribution / active EE | $2,732 | $3,138-12.9% | $4,821-43.3% | $2,671+2.3% |
| Participant deferral / active EE | $2,833 | $3,411-16.9% | $5,682-50.1% | $4,126-31.3% |
| Admin fee / account holder | $664 | $5,950-88.8% | $13,212-95.0% | $5,651-88.3% |