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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 | $75,219 | $48,011+56.7% | $63,803+17.9% | $82,637-9.0% |
| Participation rate | 97.5% | 66.6%+30.9pp | 72.7%+24.8pp | 68.1%+29.4pp |
| Annual return | 15.85% | 19.84%-4.0pp | 543.72%-527.9pp | 53.51%-37.7pp |
| Employer contribution / active EE | $812 | $1,904-57.4% | $2,532-68.0% | $2,552-68.2% |
| Participant deferral / active EE | $1,623 | $2,846-43.0% | $3,843-57.8% | $4,126-60.7% |
| Admin fee / account holder | $426 | $3,873-89.0% | $5,196-91.8% | $7,339-94.2% |