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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 | $88,109 | $96,731-8.9% | $123,973-28.9% | $86,983+1.3% |
| Participation rate | 98.6% | 70.0%+28.6pp | 76.7%+22.0pp | 69.5%+29.1pp |
| Annual return | 17.50% | 17.33%+0.2pp | 388.13%-370.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $2,536 | $3,297-23.1% | $4,126-38.5% | $2,584-1.9% |
| Participant deferral / active EE | $3,836 | $4,152-7.6% | $5,247-26.9% | $4,194-8.5% |
| Admin fee / account holder | $6,594 | $8,722-24.4% | $11,799-44.1% | $7,856-16.1% |