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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 | $66,130 | $68,852-4.0% | $120,524-45.1% | $80,925-18.3% |
| Participation rate | 93.8% | 61.6%+32.2pp | 71.9%+21.9pp | 67.7%+26.2pp |
| Annual return | 18.34% | 23.67%-5.3pp | 107.36%-89.0pp | 35.65%-17.3pp |
| Employer contribution / active EE | $3,296 | $2,063+59.8% | $3,469-5.0% | $2,756+19.6% |
| Participant deferral / active EE | $7,491 | $3,187+135.1% | $4,994+50.0% | $4,299+74.3% |
| Admin fee / account holder | $3,485 | $5,781-39.7% | $9,440-63.1% | $6,940-49.8% |