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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 | $60,401 | $48,078+25.6% | $78,676-23.2% | $62,881-3.9% |
| Participation rate | 88.4% | 65.2%+23.2pp | 73.6%+14.8pp | 69.3%+19.1pp |
| Annual return | 7.98% | 31.36%-23.4pp | 62.19%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $5,297 | $2,015+162.9% | $2,850+85.8% | $2,281+132.2% |
| Participant deferral / active EE | $6,740 | $2,587+160.5% | $3,517+91.7% | $3,203+110.4% |
| Admin fee / account holder | $1,519 | $3,206-52.6% | $4,510-66.3% | $4,296-64.6% |