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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 | $60,219 | $51,184+17.7% | $66,439-9.4% | $86,983-30.8% |
| Participation rate | 94.7% | 68.5%+26.3pp | 74.5%+20.2pp | 69.5%+25.2pp |
| Annual return | 14.35% | 17.07%-2.7pp | 757.66%-743.3pp | 25.83%-11.5pp |
| Employer contribution / active EE | $722 | $2,023-64.3% | $2,637-72.6% | $2,584-72.1% |
| Participant deferral / active EE | $2,260 | $2,927-22.8% | $3,876-41.7% | $4,194-46.1% |
| Admin fee / account holder | $2,775 | $4,154-33.2% | $6,173-55.0% | $7,856-64.7% |