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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 | $56,305 | $77,920-27.7% | $149,723-62.4% | $75,177-25.1% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 13.73% | 31.72%-18.0pp | 134.50%-120.8pp | 160.75%-147.0pp |
| Employer contribution / active EE | $1,894 | $3,138-39.6% | $4,821-60.7% | $2,671-29.1% |
| Participant deferral / active EE | $2,156 | $3,411-36.8% | $5,682-62.1% | $4,126-47.7% |
| Admin fee / account holder | $7,508 | $5,951+26.2% | $13,215-43.2% | $5,651+32.9% |