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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 | $57,656 | $77,920-26.0% | $149,723-61.5% | $75,177-23.3% |
| Participation rate | 83.7% | 65.6%+18.1pp | 78.8%+4.9pp | 67.2%+16.5pp |
| Annual return | 18.62% | 31.72%-13.1pp | 134.50%-115.9pp | 160.75%-142.1pp |
| Employer contribution / active EE | $2,168 | $3,138-30.9% | $4,821-55.0% | $2,671-18.8% |
| Participant deferral / active EE | $3,442 | $3,411+0.9% | $5,682-39.4% | $4,126-16.6% |
| Admin fee / account holder | $2,556 | $5,951-57.1% | $13,215-80.7% | $5,651-54.8% |