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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 | $68,788 | $91,037-24.4% | $71,671-4.0% | $147,586-53.4% |
| Participation rate | 90.5% | 76.1%+14.4pp | 68.7%+21.7pp | 82.8%+7.6pp |
| Annual return | 14.67% | 20.48%-5.8pp | 20.65%-6.0pp | 578.59%-563.9pp |
| Employer contribution / active EE | $2,504 | $3,327-24.7% | $2,460+1.8% | $4,876-48.7% |
| Participant deferral / active EE | $1,393 | $4,498-69.0% | $3,438-59.5% | $5,439-74.4% |
| Admin fee / account holder | $1,984 | $8,613-77.0% | $5,558-64.3% | $10,886-81.8% |