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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 | $71,054 | $98,766-28.1% | $149,730-52.5% | $79,852-11.0% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 16.09% | 27.43%-11.3pp | 276.70%-260.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $2,312 | $3,217-28.1% | $4,645-50.2% | $2,471-6.4% |
| Participant deferral / active EE | $4,136 | $5,681-27.2% | $6,843-39.6% | $3,740+10.6% |
| Admin fee / account holder | $5,673 | $6,052-6.3% | $9,310-39.1% | $5,306+6.9% |