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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 | $83,565 | $51,207+63.2% | $70,565+18.4% | $75,177+11.2% |
| Participation rate | 77.5% | 61.0%+16.5pp | 68.4%+9.1pp | 67.2%+10.3pp |
| Annual return | 14.57% | 30.05%-15.5pp | 32.79%-18.2pp | 160.75%-146.2pp |
| Employer contribution / active EE | $1,568 | $1,826-14.2% | $2,976-47.3% | $2,671-41.3% |
| Participant deferral / active EE | $5,246 | $2,850+84.1% | $4,568+14.8% | $4,126+27.1% |
| Admin fee / account holder | $1,628 | $4,097-60.3% | $6,430-74.7% | $5,651-71.2% |