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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 | $58,161 | $77,908-25.3% | $149,696-61.1% | $75,173-22.6% |
| Participation rate | 90.7% | 65.6%+25.2pp | 78.8%+12.0pp | 67.2%+23.5pp |
| Annual return | 15.32% | 31.73%-16.4pp | 134.46%-119.1pp | 160.72%-145.4pp |
| Employer contribution / active EE | $1,627 | $3,138-48.2% | $4,821-66.3% | $2,671-39.1% |
| Participant deferral / active EE | $4,718 | $3,411+38.3% | $5,682-17.0% | $4,126+14.3% |
| Admin fee / account holder | $11,581 | $5,950+94.6% | $13,212-12.3% | $5,651+104.9% |