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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 | $60,771 | $78,707-22.8% | $117,861-48.4% | $70,126-13.3% |
| Participation rate | 91.7% | 73.2%+18.5pp | 79.7%+12.0pp | 69.5%+22.1pp |
| Annual return | 20.49% | 23.30%-2.8pp | 335.11%-314.6pp | 73.15%-52.7pp |
| Employer contribution / active EE | $2,055 | $2,223-7.6% | $3,786-45.7% | $2,343-12.3% |
| Participant deferral / active EE | $2,807 | $3,297-14.9% | $4,482-37.4% | $3,332-15.7% |
| Admin fee / account holder | $694 | $5,066-86.3% | $8,021-91.3% | $4,645-85.1% |