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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 | $68,878-4.0% | $120,574-45.2% | $80,935-18.3% |
| Participation rate | 93.8% | 61.7%+32.2pp | 71.9%+21.9pp | 67.7%+26.2pp |
| Annual return | 18.34% | 23.67%-5.3pp | 107.42%-89.1pp | 35.66%-17.3pp |
| Employer contribution / active EE | $3,296 | $2,065+59.6% | $3,471-5.0% | $2,757+19.6% |
| Participant deferral / active EE | $7,491 | $3,189+134.9% | $4,996+49.9% | $4,299+74.2% |
| Admin fee / account holder | $3,485 | $5,782-39.7% | $9,445-63.1% | $6,924-49.7% |