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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 | $59,283 | $43,496+36.3% | $161,489-63.3% | $64,340-7.9% |
| Participation rate | 84.1% | 53.5%+30.6pp | 78.7%+5.4pp | 55.2%+28.9pp |
| Annual return | 13.74% | 20.76%-7.0pp | 89.72%-76.0pp | 24.14%-10.4pp |
| Employer contribution / active EE | $3,492 | $1,431+144.1% | $4,268-18.2% | $1,862+87.6% |
| Participant deferral / active EE | $4,525 | $1,996+126.7% | $5,630-19.6% | $2,980+51.8% |
| Admin fee / account holder | $1,433 | $2,330-38.5% | $16,006-91.0% | $3,703-61.3% |