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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 | $48,916 | $91,559-46.6% | $133,971-63.5% | $79,852-38.7% |
| Participation rate | 90.2% | 73.3%+16.9pp | 79.8%+10.4pp | 69.6%+20.6pp |
| Annual return | 15.64% | 61.85%-46.2pp | 45.09%-29.4pp | 31.72%-16.1pp |
| Employer contribution / active EE | $1,674 | $2,384-29.8% | $3,919-57.3% | $2,471-32.3% |
| Participant deferral / active EE | $7,358 | $3,734+97.1% | $5,047+45.8% | $3,740+96.7% |
| Admin fee / account holder | $3,248 | $6,321-48.6% | $8,929-63.6% | $5,306-38.8% |