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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 | $74,338 | $99,994-25.7% | $146,643-49.3% | $85,847-13.4% |
| Participation rate | 91.3% | 73.1%+18.2pp | 80.1%+11.2pp | 69.3%+21.9pp |
| Annual return | 16.93% | 18.93%-2.0pp | 22.75%-5.8pp | 318.61%-301.7pp |
| Employer contribution / active EE | $1,818 | $2,559-28.9% | $4,137-56.0% | $2,565-29.1% |
| Participant deferral / active EE | $2,582 | $4,006-35.6% | $5,506-53.1% | $3,952-34.7% |
| Admin fee / account holder | $3,898 | $7,703-49.4% | $10,280-62.1% | $6,261-37.7% |