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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 | $62,223 | $84,236-26.1% | $170,435-63.5% | $70,126-11.3% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 13.88% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $5,028 | $3,387+48.4% | $5,432-7.4% | $2,343+114.6% |
| Participant deferral / active EE | $4,523 | $3,086+46.6% | $4,939-8.4% | $3,332+35.8% |
| Admin fee / account holder | $10,422 | $5,698+82.9% | $13,881-24.9% | $4,645+124.3% |