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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 | $59,644 | $70,684-15.6% | $169,390-64.8% | $75,173-20.7% |
| Participation rate | 95.2% | 64.8%+30.4pp | 77.2%+18.1pp | 67.2%+28.0pp |
| Annual return | 15.43% | 36.38%-21.0pp | 406.07%-390.6pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,804 | $2,211-18.4% | $4,013-55.0% | $2,671-32.4% |
| Participant deferral / active EE | $6,215 | $4,310+44.2% | $6,222-0.1% | $4,126+50.6% |
| Admin fee / account holder | $1,973 | $5,404-63.5% | $9,015-78.1% | $5,651-65.1% |