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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 | $56,202 | $101,950-44.9% | $125,529-55.2% | $86,983-35.4% |
| Participation rate | 98.2% | 70.2%+28.0pp | 74.7%+23.5pp | 69.5%+28.6pp |
| Annual return | 17.81% | 18.29%-0.5pp | 202.56%-184.8pp | 25.83%-8.0pp |
| Employer contribution / active EE | $990 | $2,358-58.0% | $3,058-67.6% | $2,584-61.7% |
| Participant deferral / active EE | $5,612 | $3,862+45.3% | $4,813+16.6% | $4,194+33.8% |
| Admin fee / account holder | $3,323 | $12,791-74.0% | $16,298-79.6% | $7,856-57.7% |