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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 | $68,739 | $98,760-30.4% | $149,715-54.1% | $79,858-13.9% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 14.24% | 27.43%-13.2pp | 276.66%-262.4pp | 31.72%-17.5pp |
| Employer contribution / active EE | $2,120 | $3,217-34.1% | $4,645-54.4% | $2,471-14.2% |
| Participant deferral / active EE | $4,545 | $5,681-20.0% | $6,842-33.6% | $3,740+21.5% |
| Admin fee / account holder | $3,228 | $6,053-46.7% | $9,310-65.3% | $5,306-39.2% |