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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 | $63,917 | $68,681-6.9% | $86,625-26.2% | $85,851-25.5% |
| Participation rate | 93.3% | 66.4%+27.0pp | 71.6%+21.7pp | 69.3%+24.0pp |
| Annual return | 25.07% | 20.12%+4.9pp | 63.52%-38.5pp | 318.63%-293.6pp |
| Employer contribution / active EE | $2,529 | $1,880+34.5% | $2,496+1.3% | $2,565-1.4% |
| Participant deferral / active EE | $2,858 | $2,919-2.1% | $3,700-22.7% | $3,952-27.7% |
| Admin fee / account holder | $12,375 | $5,974+107.1% | $5,830+112.3% | $6,261+97.7% |