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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 | $71,683 | $77,908-8.0% | $149,696-52.1% | $75,173-4.6% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 62.42% | 31.73%+30.7pp | 134.46%-72.0pp | 160.72%-98.3pp |
| Employer contribution / active EE | $1,518 | $3,138-51.6% | $4,821-68.5% | $2,671-43.2% |
| Participant deferral / active EE | $3,321 | $3,411-2.6% | $5,682-41.6% | $4,126-19.5% |
| Admin fee / account holder | $1,999 | $5,950-66.4% | $13,212-84.9% | $5,651-64.6% |