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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 | $74,525 | $71,197+4.7% | $93,669-20.4% | $80,925-7.9% |
| Participation rate | 90.6% | 60.4%+30.2pp | 68.7%+21.9pp | 67.7%+23.0pp |
| Annual return | 16.68% | 11.27%+5.4pp | 133.59%-116.9pp | 35.65%-19.0pp |
| Employer contribution / active EE | $1,809 | $1,565+15.6% | $2,424-25.3% | $2,756-34.4% |
| Participant deferral / active EE | $3,662 | $4,036-9.2% | $4,416-17.1% | $4,299-14.8% |
| Admin fee / account holder | $4,593 | $6,959-34.0% | $8,291-44.6% | $6,940-33.8% |