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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 | $74,313 | $110,212-32.6% | $96,534-23.0% | $139,466-46.7% |
| Participation rate | 94.4% | 78.1%+16.3pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 18.95% | 26.42%-7.5pp | 25.88%-6.9pp | 373.66%-354.7pp |
| Employer contribution / active EE | $2,271 | $3,620-37.3% | $2,965-23.4% | $4,754-52.2% |
| Participant deferral / active EE | $5,795 | $5,547+4.5% | $4,851+19.5% | $6,712-13.7% |
| Admin fee / account holder | $5,952 | $11,599-48.7% | $8,253-27.9% | $11,409-47.8% |