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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 | $69,803 | $102,429-31.9% | $147,096-52.5% | $80,925-13.7% |
| Participation rate | 86.4% | 75.9%+10.6pp | 82.2%+4.3pp | 67.7%+18.8pp |
| Annual return | 19.35% | 135.02%-115.7pp | 419.75%-400.4pp | 35.65%-16.3pp |
| Employer contribution / active EE | $4,334 | $3,716+16.6% | $4,936-12.2% | $2,756+57.2% |
| Participant deferral / active EE | $8,241 | $6,649+24.0% | $8,071+2.1% | $4,299+91.7% |
| Admin fee / account holder | $2,025 | $7,957-74.6% | $13,005-84.4% | $6,940-70.8% |