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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 | $80,001 | $107,079-25.3% | $151,266-47.1% | $87,485-8.6% |
| Participation rate | 93.8% | 71.1%+22.7pp | 77.0%+16.8pp | 68.9%+24.8pp |
| Annual return | 18.10% | 22.17%-4.1pp | 180.60%-162.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $5,604 | $3,174+76.5% | $4,237+32.3% | $2,596+115.8% |
| Participant deferral / active EE | $8,592 | $5,789+48.4% | $7,337+17.1% | $4,274+101.0% |
| Admin fee / account holder | $4,288 | $8,059-46.8% | $13,159-67.4% | $7,775-44.8% |