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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 | $54,468 | $73,787-26.2% | $98,716-44.8% | $82,448-33.9% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.3%+24.2pp | 68.1%+25.4pp |
| Annual return | 122.28% | 18.57%+103.7pp | 31.81%+90.5pp | 41.64%+80.6pp |
| Employer contribution / active EE | $1,724 | $1,511+14.0% | $2,279-24.4% | $2,551-32.4% |
| Participant deferral / active EE | $3,889 | $3,081+26.2% | $4,048-3.9% | $4,139-6.1% |
| Admin fee / account holder | $3,310 | $6,500-49.1% | $8,703-62.0% | $7,234-54.2% |