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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 | $54,604 | $51,638+5.7% | $68,368-20.1% | $82,448-33.8% |
| Participation rate | 98.4% | 63.6%+34.8pp | 73.8%+24.6pp | 68.1%+30.3pp |
| Annual return | 15.65% | 37.53%-21.9pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,963 | $2,047-4.1% | $2,649-25.9% | $2,551-23.0% |
| Participant deferral / active EE | $3,284 | $2,914+12.7% | $4,123-20.4% | $4,139-20.7% |
| Admin fee / account holder | $5,947 | $4,643+28.1% | $5,150+15.5% | $7,234-17.8% |