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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 | $56,141 | $91,037-38.3% | $71,671-21.7% | $147,586-62.0% |
| Participation rate | 92.9% | 76.1%+16.7pp | 68.7%+24.1pp | 82.8%+10.0pp |
| Annual return | 16.61% | 20.48%-3.9pp | 20.65%-4.0pp | 578.59%-562.0pp |
| Employer contribution / active EE | $2,276 | $3,327-31.6% | $2,460-7.5% | $4,876-53.3% |
| Participant deferral / active EE | $5,678 | $4,498+26.2% | $3,438+65.2% | $5,439+4.4% |
| Admin fee / account holder | $1,320 | $8,613-84.7% | $5,558-76.3% | $10,886-87.9% |