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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 | $72,703 | $83,337-12.8% | $67,834+7.2% | $273,972-73.5% |
| Participation rate | 85.7% | 76.4%+9.3pp | 68.8%+16.9pp | 83.0%+2.7pp |
| Annual return | 4.35% | 259.45%-255.1pp | 138.47%-134.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,480 | $3,287-24.6% | $2,403+3.2% | $4,869-49.1% |
| Participant deferral / active EE | $2,587 | $4,088-36.7% | $3,160-18.1% | $5,287-51.1% |
| Admin fee / account holder | $609 | $6,752-91.0% | $4,622-86.8% | $10,133-94.0% |