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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 | $59,771 | $77,920-23.3% | $149,723-60.1% | $75,177-20.5% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 14.10% | 31.72%-17.6pp | 134.50%-120.4pp | 160.75%-146.6pp |
| Employer contribution / active EE | $1,349 | $3,138-57.0% | $4,821-72.0% | $2,671-49.5% |
| Participant deferral / active EE | $4,370 | $3,411+28.1% | $5,682-23.1% | $4,126+5.9% |
| Admin fee / account holder | $7,885 | $5,951+32.5% | $13,215-40.3% | $5,651+39.5% |