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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 | $55,317 | $88,672-37.6% | $105,223-47.4% | $82,448-32.9% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 18.82% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,500 | $3,048-18.0% | $3,689-32.2% | $2,551-2.0% |
| Participant deferral / active EE | $4,555 | $4,036+12.9% | $5,072-10.2% | $4,139+10.1% |
| Admin fee / account holder | $915 | $7,146-87.2% | $8,859-89.7% | $7,234-87.4% |