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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 | $72,276 | $95,406-24.2% | $185,849-61.1% | $85,847-15.8% |
| Participation rate | 89.0% | 68.8%+20.3pp | 81.7%+7.3pp | 69.3%+19.7pp |
| Annual return | 12.31% | 23.59%-11.3pp | 122.10%-109.8pp | 318.61%-306.3pp |
| Employer contribution / active EE | $2,013 | $3,314-39.3% | $5,169-61.1% | $2,565-21.5% |
| Participant deferral / active EE | $5,153 | $3,424+50.5% | $5,569-7.5% | $3,952+30.4% |
| Admin fee / account holder | $7,259 | $7,214+0.6% | $16,244-55.3% | $6,261+16.0% |