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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 | $71,410 | $101,763-29.8% | $164,866-56.7% | $80,874-11.7% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 11.23% | 16.73%-5.5pp | 69.97%-58.7pp | 35.62%-24.4pp |
| Employer contribution / active EE | $7,263 | $2,954+145.8% | $4,343+67.3% | $2,756+163.6% |
| Participant deferral / active EE | $4,052 | $4,477-9.5% | $6,033-32.8% | $4,297-5.7% |
| Admin fee / account holder | $581 | $8,228-92.9% | $12,689-95.4% | $6,935-91.6% |