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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 | $65,062 | $89,370-27.2% | $141,197-53.9% | $72,976-10.8% |
| Participation rate | 98.9% | 75.1%+23.7pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 23.88% | 111.88%-88.0pp | 71.41%-47.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $2,669 | $3,115-14.3% | $4,736-43.7% | $2,440+9.4% |
| Participant deferral / active EE | $7,308 | $5,419+34.9% | $6,710+8.9% | $3,608+102.6% |
| Admin fee / account holder | $1,065 | $5,957-82.1% | $10,265-89.6% | $5,124-79.2% |