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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 | $58,650 | $69,118-15.1% | $53,647+9.3% | $138,895-57.8% |
| Participation rate | 87.5% | 64.0%+23.5pp | 56.3%+31.2pp | 79.9%+7.6pp |
| Annual return | 18.59% | 248.26%-229.7pp | 358.33%-339.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,536 | $1,189+29.2% | $962+59.7% | $4,194-63.4% |
| Participant deferral / active EE | $3,984 | $2,274+75.2% | $1,813+119.7% | $6,396-37.7% |
| Admin fee / account holder | $1,224 | $2,724-55.1% | $2,460-50.3% | $12,562-90.3% |