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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 | $66,205 | $61,125+8.3% | $94,057-29.6% | $87,485-24.3% |
| Participation rate | 95.0% | 64.1%+30.9pp | 73.3%+21.7pp | 68.9%+26.1pp |
| Annual return | 17.78% | 35.20%-17.4pp | 480.62%-462.8pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,051 | $2,136-4.0% | $2,933-30.1% | $2,596-21.0% |
| Participant deferral / active EE | $5,674 | $3,260+74.0% | $4,709+20.5% | $4,274+32.8% |
| Admin fee / account holder | $4,229 | $5,629-24.9% | $7,244-41.6% | $7,775-45.6% |