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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 | $62,506 | $65,367-4.4% | $92,915-32.7% | $72,976-14.3% |
| Participation rate | 96.7% | 68.3%+28.4pp | 76.0%+20.7pp | 69.5%+27.2pp |
| Annual return | 23.18% | 42.11%-18.9pp | 109.45%-86.3pp | 81.02%-57.8pp |
| Employer contribution / active EE | $2,001 | $2,594-22.9% | $3,653-45.2% | $2,440-18.0% |
| Participant deferral / active EE | $6,975 | $3,128+123.0% | $4,238+64.6% | $3,608+93.3% |
| Admin fee / account holder | $2,028 | $4,251-52.3% | $5,796-65.0% | $5,124-60.4% |