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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 | $44,611 | $77,920-42.7% | $149,723-70.2% | $75,177-40.7% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 18.23% | 31.72%-13.5pp | 134.50%-116.3pp | 160.75%-142.5pp |
| Employer contribution / active EE | $3,119 | $3,138-0.6% | $4,821-35.3% | $2,671+16.8% |
| Participant deferral / active EE | $7,061 | $3,411+107.0% | $5,682+24.3% | $4,126+71.1% |
| Admin fee / account holder | $6,297 | $5,951+5.8% | $13,215-52.4% | $5,651+11.4% |