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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 | $51,638+16.6% | $68,368-11.9% | $82,448-27.0% |
| Participation rate | 93.5% | 63.6%+29.9pp | 73.8%+19.8pp | 68.1%+25.4pp |
| Annual return | 19.05% | 37.53%-18.5pp | 292.57%-273.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,420 | $2,047+18.2% | $2,649-8.7% | $2,551-5.1% |
| Participant deferral / active EE | $5,641 | $2,914+93.6% | $4,123+36.8% | $4,139+36.3% |
| Admin fee / account holder | $4,881 | $4,643+5.1% | $5,150-5.2% | $7,234-32.5% |