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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 | $75,692 | $103,393-26.8% | $87,103-13.1% | $152,909-50.5% |
| Participation rate | 95.2% | 79.4%+15.9pp | 76.9%+18.4pp | 82.5%+12.8pp |
| Annual return | 23.06% | 28.10%-5.0pp | 28.19%-5.1pp | 345.46%-322.4pp |
| Employer contribution / active EE | $2,556 | $3,221-20.6% | $2,521+1.4% | $4,764-46.3% |
| Participant deferral / active EE | $5,389 | $4,778+12.8% | $4,049+33.1% | $5,851-7.9% |
| Admin fee / account holder | $1,269 | $12,195-89.6% | $7,491-83.1% | $11,601-89.1% |