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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 | $58,617 | $56,060+4.6% | $76,002-22.9% | $80,874-27.5% |
| Participation rate | 92.5% | 62.0%+30.4pp | 69.1%+23.4pp | 67.6%+24.8pp |
| Annual return | 10.73% | 20.54%-9.8pp | 360.07%-349.3pp | 35.62%-24.9pp |
| Employer contribution / active EE | $4,262 | $1,873+127.5% | $2,688+58.5% | $2,756+54.7% |
| Participant deferral / active EE | $7,912 | $3,051+159.3% | $4,257+85.9% | $4,297+84.1% |
| Admin fee / account holder | $4,218 | $5,237-19.5% | $6,414-34.2% | $6,935-39.2% |