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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 | $60,661 | $106,905-43.3% | $84,020-27.8% | $152,885-60.3% |
| Participation rate | 95.7% | 75.2%+20.4pp | 69.0%+26.6pp | 82.5%+13.2pp |
| Annual return | 21.39% | 105.00%-83.6pp | 71.31%-49.9pp | 345.39%-324.0pp |
| Employer contribution / active EE | $890 | $2,735-67.4% | $1,984-55.1% | $4,763-81.3% |
| Participant deferral / active EE | $2,639 | $4,012-34.2% | $3,239-18.5% | $5,851-54.9% |
| Admin fee / account holder | $2,467 | $8,287-70.2% | $6,101-59.6% | $11,598-78.7% |