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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 | $61,730 | $88,672-30.4% | $105,223-41.3% | $82,448-25.1% |
| Participation rate | 89.1% | 67.9%+21.2pp | 75.0%+14.0pp | 68.1%+21.0pp |
| Annual return | 20.12% | 30.86%-10.7pp | 180.65%-160.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,728 | $3,048-10.5% | $3,689-26.0% | $2,551+7.0% |
| Participant deferral / active EE | $5,664 | $4,036+40.3% | $5,072+11.7% | $4,139+36.8% |
| Admin fee / account holder | $1,136 | $7,146-84.1% | $8,859-87.2% | $7,234-84.3% |