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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 | $61,222 | $88,672-31.0% | $105,223-41.8% | $82,448-25.7% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.5pp | 68.1%+25.5pp |
| Annual return | 15.34% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,280 | $3,048-25.2% | $3,689-38.2% | $2,551-10.6% |
| Participant deferral / active EE | $7,384 | $4,036+83.0% | $5,072+45.6% | $4,139+78.4% |
| Admin fee / account holder | $6,050 | $7,146-15.3% | $8,859-31.7% | $7,234-16.4% |