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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 | $45,374 | $54,763-17.1% | $90,324-49.8% | $72,976-37.8% |
| Participation rate | 95.0% | 65.2%+29.8pp | 73.3%+21.7pp | 69.5%+25.5pp |
| Annual return | 30.93% | 30.63%+0.3pp | 78.15%-47.2pp | 81.02%-50.1pp |
| Employer contribution / active EE | $1,713 | $2,093-18.2% | $2,856-40.0% | $2,440-29.8% |
| Participant deferral / active EE | $2,124 | $2,887-26.4% | $3,885-45.3% | $3,608-41.1% |
| Admin fee / account holder | $1,925 | $3,973-51.6% | $5,356-64.1% | $5,124-62.4% |