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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 | $61,325 | $104,251-41.2% | $91,004-32.6% | $147,586-58.4% |
| Participation rate | 95.2% | 78.2%+17.0pp | 75.6%+19.6pp | 82.8%+12.4pp |
| Annual return | 17.27% | 27.06%-9.8pp | 4.60%+12.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,986 | $3,116-36.3% | $2,456-19.1% | $4,876-59.3% |
| Participant deferral / active EE | $2,373 | $4,195-43.4% | $3,548-33.1% | $5,439-56.4% |
| Admin fee / account holder | $3,387 | $8,948-62.2% | $5,417-37.5% | $10,886-68.9% |