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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 | $57,333 | $57,541-0.4% | $95,740-40.1% | $75,173-23.7% |
| Participation rate | 97.2% | 62.5%+34.7pp | 72.3%+25.0pp | 67.2%+30.0pp |
| Annual return | 22.72% | 34.93%-12.2pp | 28.41%-5.7pp | 160.72%-138.0pp |
| Employer contribution / active EE | $3,854 | $1,808+113.2% | $2,836+35.9% | $2,671+44.3% |
| Participant deferral / active EE | $3,003 | $3,074-2.3% | $4,244-29.2% | $4,126-27.2% |
| Admin fee / account holder | $1,081 | $4,099-73.6% | $5,676-81.0% | $5,651-80.9% |