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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 | $71,568 | $48,284+48.2% | $67,524+6.0% | $80,911-11.5% |
| Participation rate | 95.8% | 66.4%+29.4pp | 72.9%+22.9pp | 67.6%+28.1pp |
| Annual return | 15.29% | 18.27%-3.0pp | 3519.41%-3504.1pp | 35.63%-20.3pp |
| Employer contribution / active EE | $968 | $2,021-52.1% | $2,734-64.6% | $2,756-64.9% |
| Participant deferral / active EE | $2,920 | $2,927-0.2% | $4,001-27.0% | $4,297-32.0% |
| Admin fee / account holder | $5,826 | $3,688+58.0% | $4,001+45.6% | $6,935-16.0% |