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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 | $30,484 | $68,852-55.7% | $120,524-74.7% | $80,925-62.3% |
| Participation rate | 85.2% | 61.6%+23.6pp | 71.9%+13.3pp | 67.7%+17.5pp |
| Annual return | 10.94% | 23.67%-12.7pp | 107.36%-96.4pp | 35.65%-24.7pp |
| Employer contribution / active EE | $3,723 | $2,063+80.4% | $3,469+7.3% | $2,756+35.1% |
| Participant deferral / active EE | $5,891 | $3,187+84.9% | $4,994+18.0% | $4,299+37.0% |
| Admin fee / account holder | $4,648 | $5,781-19.6% | $9,440-50.8% | $6,940-33.0% |