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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 | $60,126 | $89,367-32.7% | $141,191-57.4% | $72,975-17.6% |
| Participation rate | 81.3% | 75.1%+6.1pp | 82.5%-1.2pp | 69.5%+11.8pp |
| Annual return | 25.03% | 111.87%-86.8pp | 71.41%-46.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,406 | $3,115-54.9% | $4,736-70.3% | $2,440-42.4% |
| Participant deferral / active EE | $4,658 | $5,419-14.0% | $6,710-30.6% | $3,608+29.1% |
| Admin fee / account holder | $509 | $5,957-91.5% | $10,264-95.0% | $5,124-90.1% |