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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 | $68,636 | $84,236-18.5% | $170,435-59.7% | $70,126-2.1% |
| Participation rate | 97.6% | 70.8%+26.7pp | 83.6%+14.0pp | 69.5%+28.0pp |
| Annual return | 16.38% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,350 | $3,387-60.1% | $5,432-75.1% | $2,343-42.4% |
| Participant deferral / active EE | $5,169 | $3,086+67.5% | $4,939+4.7% | $3,332+55.1% |
| Admin fee / account holder | $2,860 | $5,698-49.8% | $13,881-79.4% | $4,645-38.4% |