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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 | $58,245 | $81,262-28.3% | $155,602-62.6% | $80,911-28.0% |
| Participation rate | 73.1% | 66.2%+6.8pp | 78.2%-5.1pp | 67.6%+5.4pp |
| Annual return | 11.78% | 33.34%-21.6pp | 64.81%-53.0pp | 35.63%-23.8pp |
| Employer contribution / active EE | $6,739 | $3,102+117.3% | $4,675+44.1% | $2,756+144.5% |
| Participant deferral / active EE | $3,494 | $3,451+1.2% | $5,629-37.9% | $4,297-18.7% |
| Admin fee / account holder | $1,088 | $7,992-86.4% | $15,923-93.2% | $6,935-84.3% |