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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 | $73,081 | $52,279+39.8% | $89,414-18.3% | $79,852-8.5% |
| Participation rate | 92.0% | 57.5%+34.5pp | 68.0%+24.0pp | 69.6%+22.4pp |
| Annual return | 11.79% | 22.16%-10.4pp | 245.50%-233.7pp | 31.72%-19.9pp |
| Employer contribution / active EE | $2,020 | $1,572+28.5% | $2,586-21.9% | $2,471-18.2% |
| Participant deferral / active EE | $4,872 | $2,740+77.8% | $3,890+25.3% | $3,740+30.3% |
| Admin fee / account holder | $1,604 | $3,356-52.2% | $4,883-67.2% | $5,306-69.8% |