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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 | $92,321 | $50,554+82.6% | $67,681+36.4% | $87,485+5.5% |
| Participation rate | 97.4% | 67.7%+29.6pp | 73.7%+23.6pp | 68.9%+28.4pp |
| Annual return | 11.07% | 17.81%-6.7pp | 590.58%-579.5pp | 26.06%-15.0pp |
| Employer contribution / active EE | $1,487 | $1,988-25.2% | $2,678-44.5% | $2,596-42.7% |
| Participant deferral / active EE | $2,131 | $2,961-28.0% | $3,976-46.4% | $4,274-50.1% |
| Admin fee / account holder | $1,578 | $4,132-61.8% | $6,100-74.1% | $7,775-79.7% |