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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 | $83,770 | $53,841+55.6% | $75,731+10.6% | $85,851-2.4% |
| Participation rate | 94.3% | 69.0%+25.3pp | 74.8%+19.5pp | 69.3%+25.0pp |
| Annual return | 21.80% | 24.54%-2.7pp | 104.65%-82.9pp | 318.63%-296.8pp |
| Employer contribution / active EE | $427 | $2,017-78.8% | $2,743-84.4% | $2,565-83.3% |
| Participant deferral / active EE | $2,679 | $2,895-7.4% | $3,820-29.9% | $3,952-32.2% |
| Admin fee / account holder | $3,542 | $3,340+6.0% | $3,620-2.2% | $6,261-43.4% |