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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 | $41,783 | $93,345-55.2% | $119,126-64.9% | $87,485-52.2% |
| Participation rate | 92.0% | 68.7%+23.3pp | 75.8%+16.2pp | 68.9%+23.1pp |
| Annual return | 13.65% | 19.08%-5.4pp | 282.11%-268.5pp | 26.06%-12.4pp |
| Employer contribution / active EE | $5,841 | $3,172+84.2% | $4,034+44.8% | $2,596+125.0% |
| Participant deferral / active EE | $2,592 | $4,099-36.8% | $5,318-51.3% | $4,274-39.3% |
| Admin fee / account holder | $4,296 | $8,039-46.6% | $10,693-59.8% | $7,775-44.7% |