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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 | $67,818 | $76,407-11.2% | $150,298-54.9% | $82,448-17.7% |
| Participation rate | 91.2% | 66.4%+24.8pp | 77.8%+13.4pp | 68.1%+23.1pp |
| Annual return | 22.39% | 39.99%-17.6pp | 62.79%-40.4pp | 41.64%-19.2pp |
| Employer contribution / active EE | $4,574 | $2,614+75.0% | $4,154+10.1% | $2,551+79.3% |
| Participant deferral / active EE | $4,666 | $3,214+45.2% | $5,453-14.4% | $4,139+12.7% |
| Admin fee / account holder | $1,606 | $6,352-74.7% | $14,116-88.6% | $7,234-77.8% |