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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 | $51,638-2.2% | $68,368-26.1% | $82,448-38.8% |
| Participation rate | 95.5% | 63.6%+31.8pp | 73.8%+21.7pp | 68.1%+27.4pp |
| Annual return | 16.23% | 37.53%-21.3pp | 292.57%-276.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,756 | $2,047-14.2% | $2,649-33.7% | $2,551-31.2% |
| Participant deferral / active EE | $6,110 | $2,914+109.7% | $4,123+48.2% | $4,139+47.6% |
| Admin fee / account holder | $3,125 | $4,643-32.7% | $5,150-39.3% | $7,234-56.8% |