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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 | $64,642 | $77,638-16.7% | $156,551-58.7% | $62,881+2.8% |
| Participation rate | 70.9% | 71.2%-0.3pp | 84.0%-13.1pp | 69.3%+1.6pp |
| Annual return | 8.13% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $5,146 | $3,444+49.4% | $5,501-6.5% | $2,281+125.6% |
| Participant deferral / active EE | $1,929 | $3,046-36.7% | $4,871-60.4% | $3,203-39.8% |
| Admin fee / account holder | $3,436 | $5,561-38.2% | $13,028-73.6% | $4,296-20.0% |