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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 | $51,119 | $83,337-38.7% | $67,834-24.6% | $273,972-81.3% |
| Participation rate | 90.0% | 76.4%+13.6pp | 68.8%+21.2pp | 83.0%+7.0pp |
| Annual return | 4.31% | 259.45%-255.1pp | 138.47%-134.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,134 | $3,287-35.1% | $2,403-11.2% | $4,869-56.2% |
| Participant deferral / active EE | $4,468 | $4,088+9.3% | $3,160+41.4% | $5,287-15.5% |
| Admin fee / account holder | $2,058 | $6,752-69.5% | $4,622-55.5% | $10,133-79.7% |