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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 | $56,302 | $125,797-55.2% | $170,028-66.9% | $75,181-25.1% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.0%+1.0pp | 67.2%+20.8pp |
| Annual return | 19.57% | 27.20%-7.6pp | 53.39%-33.8pp | 160.69%-141.1pp |
| Employer contribution / active EE | $4,318 | $4,616-6.5% | $6,788-36.4% | $2,671+61.7% |
| Participant deferral / active EE | $8,462 | $6,838+23.8% | $10,409-18.7% | $4,126+105.1% |
| Admin fee / account holder | $1,896 | $8,177-76.8% | $12,820-85.2% | $5,650-66.4% |