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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 | $60,201 | $101,950-41.0% | $125,529-52.0% | $86,983-30.8% |
| Participation rate | 77.4% | 70.2%+7.3pp | 74.7%+2.7pp | 69.5%+7.9pp |
| Annual return | 17.67% | 18.29%-0.6pp | 202.56%-184.9pp | 25.83%-8.2pp |
| Employer contribution / active EE | $2,818 | $2,358+19.5% | $3,058-7.8% | $2,584+9.0% |
| Participant deferral / active EE | $3,526 | $3,862-8.7% | $4,813-26.7% | $4,194-15.9% |
| Admin fee / account holder | $2,634 | $12,791-79.4% | $16,298-83.8% | $7,856-66.5% |