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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 | $62,326 | $96,731-35.6% | $123,973-49.7% | $86,983-28.3% |
| Participation rate | 86.4% | 70.0%+16.3pp | 76.7%+9.7pp | 69.5%+16.8pp |
| Annual return | 15.82% | 17.33%-1.5pp | 388.13%-372.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,638 | $3,297-20.0% | $4,126-36.0% | $2,584+2.1% |
| Participant deferral / active EE | $3,994 | $4,152-3.8% | $5,247-23.9% | $4,194-4.8% |
| Admin fee / account holder | $19,214 | $8,722+120.3% | $11,799+62.8% | $7,856+144.6% |