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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 | $87,965 | $48,011+83.2% | $63,803+37.9% | $82,637+6.4% |
| Participation rate | 95.9% | 66.6%+29.4pp | 72.7%+23.2pp | 68.1%+27.9pp |
| Annual return | 14.75% | 19.84%-5.1pp | 543.72%-529.0pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,781 | $1,904-6.4% | $2,532-29.7% | $2,552-30.2% |
| Participant deferral / active EE | $2,750 | $2,846-3.4% | $3,843-28.5% | $4,126-33.4% |
| Admin fee / account holder | $2,503 | $3,873-35.4% | $5,196-51.8% | $7,339-65.9% |