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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 | $68,995 | $98,776-30.1% | $149,745-53.9% | $79,856-13.6% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.6pp |
| Annual return | 19.12% | 27.38%-8.3pp | 276.72%-257.6pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,842 | $3,217-11.7% | $4,646-38.8% | $2,471+15.0% |
| Participant deferral / active EE | $3,763 | $5,681-33.8% | $6,843-45.0% | $3,741+0.6% |
| Admin fee / account holder | $12,777 | $6,053+111.1% | $9,312+37.2% | $5,306+140.8% |