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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 | $69,337 | $85,171-18.6% | $172,753-59.9% | $72,976-5.0% |
| Participation rate | 94.8% | 70.1%+24.7pp | 82.6%+12.2pp | 69.5%+25.3pp |
| Annual return | 23.21% | 27.32%-4.1pp | 803.00%-779.8pp | 81.02%-57.8pp |
| Employer contribution / active EE | $2,456 | $3,324-26.1% | $5,144-52.3% | $2,440+0.7% |
| Participant deferral / active EE | $4,790 | $3,260+46.9% | $5,198-7.8% | $3,608+32.8% |
| Admin fee / account holder | $5,055 | $5,880-14.0% | $13,956-63.8% | $5,124-1.4% |