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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 | $51,965 | $65,367-20.5% | $92,915-44.1% | $72,976-28.8% |
| Participation rate | 77.5% | 68.3%+9.2pp | 76.0%+1.5pp | 69.5%+8.0pp |
| Annual return | 23.05% | 42.11%-19.1pp | 109.45%-86.4pp | 81.02%-58.0pp |
| Employer contribution / active EE | $6,141 | $2,594+136.8% | $3,653+68.1% | $2,440+151.7% |
| Participant deferral / active EE | $1,442 | $3,128-53.9% | $4,238-66.0% | $3,608-60.0% |
| Admin fee / account holder | $1,782 | $4,251-58.1% | $5,796-69.2% | $5,124-65.2% |