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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 | $67,841 | $77,920-12.9% | $149,723-54.7% | $75,177-9.8% |
| Participation rate | 80.7% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.5pp |
| Annual return | 13.93% | 31.72%-17.8pp | 134.50%-120.6pp | 160.75%-146.8pp |
| Employer contribution / active EE | $2,801 | $3,138-10.7% | $4,821-41.9% | $2,671+4.9% |
| Participant deferral / active EE | $2,458 | $3,411-27.9% | $5,682-56.7% | $4,126-40.4% |
| Admin fee / account holder | $1,623 | $5,951-72.7% | $13,215-87.7% | $5,651-71.3% |