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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 | $60,243 | $77,905-22.7% | $149,682-59.8% | $75,173-19.9% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 20.61% | 31.72%-11.1pp | 134.35%-113.7pp | 160.65%-140.0pp |
| Employer contribution / active EE | $2,350 | $3,138-25.1% | $4,818-51.2% | $2,670-12.0% |
| Participant deferral / active EE | $4,606 | $3,411+35.0% | $5,681-18.9% | $4,126+11.6% |
| Admin fee / account holder | $984 | $5,957-83.5% | $13,210-92.5% | $5,651-82.6% |