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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 | $65,485 | $91,198-28.2% | $178,503-63.3% | $79,856-18.0% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | 14.49% | 24.20%-9.7pp | 151.12%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,902 | $3,257+19.8% | $5,011-22.1% | $2,471+57.9% |
| Participant deferral / active EE | $3,232 | $3,237-0.1% | $5,202-37.9% | $3,741-13.6% |
| Admin fee / account holder | $690 | $6,748-89.8% | $13,987-95.1% | $5,306-87.0% |