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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 | $61,874 | $65,367-5.3% | $92,915-33.4% | $72,976-15.2% |
| Participation rate | 93.8% | 68.3%+25.4pp | 76.0%+17.7pp | 69.5%+24.3pp |
| Annual return | 17.92% | 42.11%-24.2pp | 109.45%-91.5pp | 81.02%-63.1pp |
| Employer contribution / active EE | $2,056 | $2,594-20.8% | $3,653-43.7% | $2,440-15.8% |
| Participant deferral / active EE | $3,010 | $3,128-3.8% | $4,238-29.0% | $3,608-16.6% |
| Admin fee / account holder | $11,140 | $4,251+162.0% | $5,796+92.2% | $5,124+117.4% |