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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 | $57,405 | $70,666-18.8% | $169,385-66.1% | $75,181-23.6% |
| Participation rate | 98.2% | 64.8%+33.5pp | 77.2%+21.1pp | 67.2%+31.0pp |
| Annual return | 16.76% | 36.37%-19.6pp | 405.82%-389.1pp | 160.69%-143.9pp |
| Employer contribution / active EE | $3,083 | $2,210+39.5% | $4,012-23.1% | $2,671+15.5% |
| Participant deferral / active EE | $5,632 | $4,308+30.7% | $6,221-9.5% | $4,126+36.5% |
| Admin fee / account holder | $4,143 | $5,402-23.3% | $9,011-54.0% | $5,650-26.7% |