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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 | $79,400 | $85,171-6.8% | $172,752-54.0% | $72,975+8.8% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.6%+8.6pp | 69.5%+21.7pp |
| Annual return | 23.94% | 27.32%-3.4pp | 802.97%-779.0pp | 81.01%-57.1pp |
| Employer contribution / active EE | $2,256 | $3,324-32.1% | $5,144-56.1% | $2,440-7.5% |
| Participant deferral / active EE | $2,994 | $3,260-8.2% | $5,198-42.4% | $3,608-17.0% |
| Admin fee / account holder | $4,226 | $5,880-28.1% | $13,955-69.7% | $5,124-17.5% |