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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 | $57,356 | $95,406-39.9% | $185,849-69.1% | $85,847-33.2% |
| Participation rate | 85.4% | 68.8%+16.6pp | 81.7%+3.7pp | 69.3%+16.1pp |
| Annual return | 14.67% | 23.59%-8.9pp | 122.10%-107.4pp | 318.61%-303.9pp |
| Employer contribution / active EE | $2,080 | $3,314-37.2% | $5,169-59.8% | $2,565-18.9% |
| Participant deferral / active EE | $4,043 | $3,424+18.1% | $5,569-27.4% | $3,952+2.3% |
| Admin fee / account holder | $1,857 | $7,214-74.3% | $16,244-88.6% | $6,261-70.3% |