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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 | $62,782 | $77,920-19.4% | $149,723-58.1% | $75,177-16.5% |
| Participation rate | 74.1% | 65.6%+8.5pp | 78.8%-4.7pp | 67.2%+6.9pp |
| Annual return | 18.96% | 31.72%-12.8pp | 134.50%-115.5pp | 160.75%-141.8pp |
| Employer contribution / active EE | $4,300 | $3,138+37.0% | $4,821-10.8% | $2,671+61.0% |
| Participant deferral / active EE | $6,680 | $3,411+95.8% | $5,682+17.6% | $4,126+61.9% |
| Admin fee / account holder | $339 | $5,951-94.3% | $13,215-97.4% | $5,651-94.0% |