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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 | $70,480 | $86,294-18.3% | $111,303-36.7% | $85,856-17.9% |
| Participation rate | 93.2% | 73.3%+19.9pp | 77.3%+15.9pp | 69.3%+23.9pp |
| Annual return | 17.54% | 19.99%-2.4pp | 54.66%-37.1pp | 318.58%-301.0pp |
| Employer contribution / active EE | $1,775 | $2,043-13.1% | $2,731-35.0% | $2,565-30.8% |
| Participant deferral / active EE | $7,552 | $3,641+107.4% | $4,487+68.3% | $3,952+91.1% |
| Admin fee / account holder | $2,799 | $8,189-65.8% | $7,966-64.9% | $6,261-55.3% |