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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 | $69,789 | $51,184+36.3% | $66,439+5.0% | $86,983-19.8% |
| Participation rate | 93.7% | 68.5%+25.2pp | 74.5%+19.2pp | 69.5%+24.1pp |
| Annual return | 10.65% | 17.07%-6.4pp | 757.66%-747.0pp | 25.83%-15.2pp |
| Employer contribution / active EE | $1,306 | $2,023-35.4% | $2,637-50.5% | $2,584-49.5% |
| Participant deferral / active EE | $2,546 | $2,927-13.0% | $3,876-34.3% | $4,194-39.3% |
| Admin fee / account holder | $6,540 | $4,154+57.4% | $6,173+5.9% | $7,856-16.7% |