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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 | $61,654 | $87,037-29.2% | $106,201-41.9% | $80,874-23.8% |
| Participation rate | 97.9% | 70.4%+27.5pp | 75.3%+22.6pp | 67.6%+30.3pp |
| Annual return | 11.32% | 17.05%-5.7pp | 116.26%-104.9pp | 35.62%-24.3pp |
| Employer contribution / active EE | $3,816 | $2,396+59.3% | $3,170+20.4% | $2,756+38.5% |
| Participant deferral / active EE | $3,733 | $3,986-6.4% | $5,012-25.5% | $4,297-13.1% |
| Admin fee / account holder | $2,409 | $8,434-71.4% | $11,039-78.2% | $6,935-65.3% |