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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 | $66,097 | $85,171-22.4% | $172,752-61.7% | $72,975-9.4% |
| Participation rate | 88.5% | 70.1%+18.5pp | 82.6%+5.9pp | 69.5%+19.0pp |
| Annual return | 23.44% | 27.32%-3.9pp | 802.97%-779.5pp | 81.01%-57.6pp |
| Employer contribution / active EE | $2,428 | $3,324-26.9% | $5,144-52.8% | $2,440-0.5% |
| Participant deferral / active EE | $3,984 | $3,260+22.2% | $5,198-23.3% | $3,608+10.4% |
| Admin fee / account holder | $3,857 | $5,880-34.4% | $13,955-72.4% | $5,124-24.7% |