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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 | $68,838 | $91,179-24.5% | $178,499-61.4% | $79,852-13.8% |
| Participation rate | 89.7% | 69.2%+20.4pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 15.80% | 24.19%-8.4pp | 151.10%-135.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $4,005 | $3,256+23.0% | $5,011-20.1% | $2,471+62.1% |
| Participant deferral / active EE | $10,225 | $3,236+216.0% | $5,202+96.6% | $3,740+173.4% |
| Admin fee / account holder | $2,591 | $6,749-61.6% | $13,986-81.5% | $5,306-51.2% |