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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 | $60,022 | $88,360-32.1% | $145,433-58.7% | $67,986-11.7% |
| Participation rate | 84.3% | 65.5%+18.8pp | 82.1%+2.2pp | 57.2%+27.1pp |
| Annual return | 17.06% | 63.15%-46.1pp | 66.58%-49.5pp | 31.67%-14.6pp |
| Employer contribution / active EE | $3,252 | $3,054+6.5% | $4,554-28.6% | $2,019+61.1% |
| Participant deferral / active EE | $7,222 | $5,932+21.7% | $7,897-8.6% | $3,358+115.1% |
| Admin fee / account holder | $5,720 | $3,313+72.6% | $13,129-56.4% | $3,203+78.6% |