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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 | $61,594 | $77,908-20.9% | $149,696-58.9% | $75,173-18.1% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 21.37% | 31.73%-10.4pp | 134.46%-113.1pp | 160.72%-139.4pp |
| Employer contribution / active EE | $3,674 | $3,138+17.1% | $4,821-23.8% | $2,671+37.6% |
| Participant deferral / active EE | $3,196 | $3,411-6.3% | $5,682-43.8% | $4,126-22.6% |
| Admin fee / account holder | $2,285 | $5,950-61.6% | $13,212-82.7% | $5,651-59.6% |