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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 | $66,438 | $103,393-35.7% | $87,103-23.7% | $152,909-56.6% |
| Participation rate | 87.0% | 79.4%+7.6pp | 76.9%+10.1pp | 82.5%+4.5pp |
| Annual return | 22.84% | 28.10%-5.3pp | 28.19%-5.3pp | 345.46%-322.6pp |
| Employer contribution / active EE | $815 | $3,221-74.7% | $2,521-67.7% | $4,764-82.9% |
| Participant deferral / active EE | $2,330 | $4,778-51.2% | $4,049-42.5% | $5,851-60.2% |
| Admin fee / account holder | $1,840 | $12,195-84.9% | $7,491-75.4% | $11,601-84.1% |