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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 | $61,347 | $88,672-30.8% | $105,223-41.7% | $82,448-25.6% |
| Participation rate | 84.8% | 67.9%+16.9pp | 75.0%+9.7pp | 68.1%+16.7pp |
| Annual return | 15.53% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,381 | $3,048-54.7% | $3,689-62.6% | $2,551-45.9% |
| Participant deferral / active EE | $4,401 | $4,036+9.0% | $5,072-13.2% | $4,139+6.3% |
| Admin fee / account holder | $1,732 | $7,146-75.8% | $8,859-80.4% | $7,234-76.1% |