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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 | $56,918 | $78,707-27.7% | $117,861-51.7% | $70,126-18.8% |
| Participation rate | 98.8% | 73.2%+25.6pp | 79.7%+19.1pp | 69.5%+29.3pp |
| Annual return | 18.23% | 23.30%-5.1pp | 335.11%-316.9pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,215 | $2,223-0.4% | $3,786-41.5% | $2,343-5.4% |
| Participant deferral / active EE | $2,625 | $3,297-20.4% | $4,482-41.4% | $3,332-21.2% |
| Admin fee / account holder | $6,231 | $5,066+23.0% | $8,021-22.3% | $4,645+34.1% |