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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 | $64,365 | $91,198-29.4% | $178,503-63.9% | $79,856-19.4% |
| Participation rate | 90.0% | 69.2%+20.8pp | 81.9%+8.1pp | 69.6%+20.4pp |
| Annual return | 14.74% | 24.20%-9.5pp | 151.12%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,873 | $3,257+18.9% | $5,011-22.7% | $2,471+56.7% |
| Participant deferral / active EE | $3,721 | $3,237+15.0% | $5,202-28.5% | $3,741-0.5% |
| Admin fee / account holder | $682 | $6,748-89.9% | $13,987-95.1% | $5,306-87.1% |