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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 | $35,370 | $55,457-36.2% | $77,361-54.3% | $94,015-62.4% |
| Participation rate | 85.2% | 69.8%+15.4pp | 75.0%+10.2pp | 70.8%+14.4pp |
| Annual return | 10.68% | 15.57%-4.9pp | 1011.54%-1000.9pp | 17.84%-7.2pp |
| Employer contribution / active EE | $1,982 | $2,255-12.1% | $2,990-33.7% | $2,790-29.0% |
| Participant deferral / active EE | $2,567 | $3,069-16.4% | $3,911-34.4% | $4,249-39.6% |
| Admin fee / account holder | $6,440 | $4,334+48.6% | $5,894+9.3% | $8,951-28.1% |