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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 | $41,948 | $156,616-73.2% | $133,346-68.5% | $198,609-78.9% |
| Participation rate | 80.0% | 77.7%+2.3pp | 72.8%+7.2pp | 82.4%-2.4pp |
| Annual return | 10.09% | 44.25%-34.2pp | 36.85%-26.8pp | 202.70%-192.6pp |
| Employer contribution / active EE | $5,562 | $3,368+65.1% | $2,853+94.9% | $5,055+10.0% |
| Participant deferral / active EE | $5,707 | $4,920+16.0% | $4,332+31.7% | $6,977-18.2% |
| Admin fee / account holder | $17,781 | $17,468+1.8% | $14,264+24.7% | $19,030-6.6% |