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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 | $54,528 | $79,449-31.4% | $189,597-71.2% | $85,851-36.5% |
| Participation rate | 88.5% | 66.0%+22.5pp | 78.4%+10.0pp | 69.3%+19.1pp |
| Annual return | 14.69% | 18.45%-3.8pp | 64.20%-49.5pp | 318.63%-303.9pp |
| Employer contribution / active EE | $3,436 | $2,081+65.1% | $4,412-22.1% | $2,565+33.9% |
| Participant deferral / active EE | $5,629 | $4,051+38.9% | $6,174-8.8% | $3,952+42.4% |
| Admin fee / account holder | $7,173 | $5,377+33.4% | $9,807-26.9% | $6,261+14.6% |