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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 | $77,543 | $53,841+44.0% | $75,731+2.4% | $85,851-9.7% |
| Participation rate | 86.4% | 69.0%+17.3pp | 74.8%+11.5pp | 69.3%+17.0pp |
| Annual return | 23.93% | 24.54%-0.6pp | 104.65%-80.7pp | 318.63%-294.7pp |
| Employer contribution / active EE | $1,334 | $2,017-33.9% | $2,743-51.4% | $2,565-48.0% |
| Participant deferral / active EE | $2,125 | $2,895-26.6% | $3,820-44.4% | $3,952-46.2% |
| Admin fee / account holder | $6,193 | $3,340+85.4% | $3,620+71.1% | $6,261-1.1% |