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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 | $60,026 | $77,908-23.0% | $149,696-59.9% | $75,173-20.1% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 30.51% | 31.73%-1.2pp | 134.46%-103.9pp | 160.72%-130.2pp |
| Employer contribution / active EE | $1,822 | $3,138-41.9% | $4,821-62.2% | $2,671-31.8% |
| Participant deferral / active EE | $3,653 | $3,411+7.1% | $5,682-35.7% | $4,126-11.5% |
| Admin fee / account holder | $1,343 | $5,950-77.4% | $13,212-89.8% | $5,651-76.2% |