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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 | $61,125-10.7% | $94,057-41.9% | $87,485-37.6% |
| Participation rate | 98.4% | 64.1%+34.3pp | 73.3%+25.0pp | 68.9%+29.5pp |
| Annual return | 15.65% | 35.20%-19.5pp | 480.62%-465.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,963 | $2,136-8.1% | $2,933-33.1% | $2,596-24.4% |
| Participant deferral / active EE | $3,284 | $3,260+0.7% | $4,709-30.3% | $4,274-23.2% |
| Admin fee / account holder | $5,947 | $5,629+5.6% | $7,244-17.9% | $7,775-23.5% |