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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 | $59,320 | $98,766-39.9% | $149,730-60.4% | $79,852-25.7% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.8pp |
| Annual return | 21.02% | 27.43%-6.4pp | 276.70%-255.7pp | 31.72%-10.7pp |
| Employer contribution / active EE | $3,126 | $3,217-2.8% | $4,645-32.7% | $2,471+26.5% |
| Participant deferral / active EE | $7,402 | $5,681+30.3% | $6,843+8.2% | $3,740+97.9% |
| Admin fee / account holder | $2,095 | $6,052-65.4% | $9,310-77.5% | $5,306-60.5% |