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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 | $93,345-40.7% | $119,126-53.6% | $87,485-36.8% |
| Participation rate | 96.0% | 68.7%+27.3pp | 75.8%+20.2pp | 68.9%+27.1pp |
| Annual return | 18.82% | 19.08%-0.3pp | 282.11%-263.3pp | 26.06%-7.2pp |
| Employer contribution / active EE | $2,500 | $3,172-21.2% | $4,034-38.0% | $2,596-3.7% |
| Participant deferral / active EE | $4,555 | $4,099+11.1% | $5,318-14.3% | $4,274+6.6% |
| Admin fee / account holder | $915 | $8,039-88.6% | $10,693-91.4% | $7,775-88.2% |