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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 | $60,224 | $61,125-1.5% | $94,057-36.0% | $87,485-31.2% |
| Participation rate | 93.5% | 64.1%+29.4pp | 73.3%+20.2pp | 68.9%+24.6pp |
| Annual return | 19.05% | 35.20%-16.1pp | 480.62%-461.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $2,420 | $2,136+13.3% | $2,933-17.5% | $2,596-6.8% |
| Participant deferral / active EE | $5,641 | $3,260+73.0% | $4,709+19.8% | $4,274+32.0% |
| Admin fee / account holder | $4,881 | $5,629-13.3% | $7,244-32.6% | $7,775-37.2% |