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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 | $64,208 | $95,406-32.7% | $185,849-65.5% | $85,847-25.2% |
| Participation rate | 97.7% | 68.8%+29.0pp | 81.7%+16.0pp | 69.3%+28.4pp |
| Annual return | 16.03% | 23.59%-7.6pp | 122.10%-106.1pp | 318.61%-302.6pp |
| Employer contribution / active EE | $2,845 | $3,314-14.1% | $5,169-45.0% | $2,565+10.9% |
| Participant deferral / active EE | $4,651 | $3,424+35.8% | $5,569-16.5% | $3,952+17.7% |
| Admin fee / account holder | $451 | $7,214-93.8% | $16,244-97.2% | $6,261-92.8% |