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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 | $59,444 | $77,908-23.7% | $149,696-60.3% | $75,173-20.9% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 16.94% | 31.73%-14.8pp | 134.46%-117.5pp | 160.72%-143.8pp |
| Employer contribution / active EE | $5,038 | $3,138+60.6% | $4,821+4.5% | $2,671+88.6% |
| Participant deferral / active EE | $7,085 | $3,411+107.7% | $5,682+24.7% | $4,126+71.7% |
| Admin fee / account holder | $6,254 | $5,950+5.1% | $13,212-52.7% | $5,651+10.7% |