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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 | $56,577 | $66,402-14.8% | $109,907-48.5% | $85,847-34.1% |
| Participation rate | 88.9% | 63.9%+25.0pp | 74.2%+14.7pp | 69.3%+19.6pp |
| Annual return | 13.98% | 19.59%-5.6pp | 29.46%-15.5pp | 318.61%-304.6pp |
| Employer contribution / active EE | $1,933 | $1,687+14.6% | $2,844-32.0% | $2,565-24.6% |
| Participant deferral / active EE | $4,349 | $2,842+53.0% | $4,047+7.5% | $3,952+10.0% |
| Admin fee / account holder | $979 | $4,557-78.5% | $6,069-83.9% | $6,261-84.4% |