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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 | $50,494 | $61,125-17.4% | $94,057-46.3% | $87,485-42.3% |
| Participation rate | 95.5% | 64.1%+31.4pp | 73.3%+22.1pp | 68.9%+26.5pp |
| Annual return | 16.23% | 35.20%-19.0pp | 480.62%-464.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,756 | $2,136-17.8% | $2,933-40.1% | $2,596-32.4% |
| Participant deferral / active EE | $6,110 | $3,260+87.4% | $4,709+29.7% | $4,274+43.0% |
| Admin fee / account holder | $3,125 | $5,629-44.5% | $7,244-56.9% | $7,775-59.8% |