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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 | $63,722 | $77,164-17.4% | $178,014-64.2% | $80,874-21.2% |
| Participation rate | 93.5% | 65.7%+27.8pp | 77.1%+16.4pp | 67.6%+25.8pp |
| Annual return | 11.94% | 18.09%-6.1pp | 294.80%-282.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,304 | $2,288+0.7% | $3,950-41.7% | $2,756-16.4% |
| Participant deferral / active EE | $4,686 | $4,408+6.3% | $6,276-25.3% | $4,297+9.0% |
| Admin fee / account holder | $1,867 | $7,164-73.9% | $10,362-82.0% | $6,935-73.1% |