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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 | $63,180 | $100,003-36.8% | $146,685-56.9% | $85,856-26.4% |
| Participation rate | 90.7% | 73.1%+17.6pp | 80.1%+10.6pp | 69.3%+21.4pp |
| Annual return | 17.63% | 18.93%-1.3pp | 22.75%-5.1pp | 318.58%-301.0pp |
| Employer contribution / active EE | $3,634 | $2,559+42.0% | $4,137-12.2% | $2,565+41.7% |
| Participant deferral / active EE | $4,852 | $4,006+21.1% | $5,507-11.9% | $3,952+22.8% |
| Admin fee / account holder | $4,599 | $7,704-40.3% | $10,281-55.3% | $6,261-26.5% |