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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 | $55,434 | $77,920-28.9% | $149,723-63.0% | $75,177-26.3% |
| Participation rate | 84.2% | 65.6%+18.6pp | 78.8%+5.4pp | 67.2%+17.0pp |
| Annual return | 18.73% | 31.72%-13.0pp | 134.50%-115.8pp | 160.75%-142.0pp |
| Employer contribution / active EE | $1,664 | $3,138-47.0% | $4,821-65.5% | $2,671-37.7% |
| Participant deferral / active EE | $5,855 | $3,411+71.6% | $5,682+3.0% | $4,126+41.9% |
| Admin fee / account holder | $1,371 | $5,951-77.0% | $13,215-89.6% | $5,651-75.7% |