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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 | $58,913 | $78,707-25.1% | $117,861-50.0% | $70,126-16.0% |
| Participation rate | 85.2% | 73.2%+12.0pp | 79.7%+5.5pp | 69.5%+15.6pp |
| Annual return | 14.81% | 23.30%-8.5pp | 335.11%-320.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $2,791 | $2,223+25.5% | $3,786-26.3% | $2,343+19.2% |
| Participant deferral / active EE | $6,862 | $3,297+108.1% | $4,482+53.1% | $3,332+105.9% |
| Admin fee / account holder | $3,017 | $5,066-40.4% | $8,021-62.4% | $4,645-35.1% |