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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 | $76,401 | $95,415-19.9% | $185,851-58.9% | $85,851-11.0% |
| Participation rate | 87.1% | 68.8%+18.3pp | 81.7%+5.4pp | 69.3%+17.8pp |
| Annual return | 13.37% | 23.59%-10.2pp | 122.11%-108.7pp | 318.63%-305.3pp |
| Employer contribution / active EE | $3,394 | $3,314+2.4% | $5,168-34.3% | $2,565+32.3% |
| Participant deferral / active EE | $4,086 | $3,424+19.3% | $5,569-26.6% | $3,952+3.4% |
| Admin fee / account holder | $1,369 | $7,215-81.0% | $16,245-91.6% | $6,261-78.1% |