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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 | $38,601 | $91,167-57.7% | $178,498-78.4% | $79,858-51.7% |
| Participation rate | 83.8% | 69.2%+14.6pp | 81.9%+1.9pp | 69.6%+14.1pp |
| Annual return | 11.92% | 24.19%-12.3pp | 151.09%-139.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $3,792 | $3,255+16.5% | $5,011-24.3% | $2,471+53.5% |
| Participant deferral / active EE | $2,874 | $3,236-11.2% | $5,202-44.8% | $3,740-23.2% |
| Admin fee / account holder | $3,565 | $6,747-47.2% | $13,985-74.5% | $5,306-32.8% |