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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 | $73,490 | $88,672-17.1% | $105,223-30.2% | $82,448-10.9% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.2pp |
| Annual return | 17.08% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,370 | $3,048-22.2% | $3,689-35.7% | $2,551-7.1% |
| Participant deferral / active EE | $5,660 | $4,036+40.2% | $5,072+11.6% | $4,139+36.7% |
| Admin fee / account holder | $4,336 | $7,146-39.3% | $8,859-51.1% | $7,234-40.1% |