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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 | $62,009 | $98,776-37.2% | $149,745-58.6% | $79,856-22.3% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.5%-3.7pp | 69.6%+9.1pp |
| Annual return | 21.74% | 27.38%-5.6pp | 276.72%-255.0pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,869 | $3,217-10.8% | $4,646-38.2% | $2,471+16.1% |
| Participant deferral / active EE | $4,601 | $5,681-19.0% | $6,843-32.8% | $3,741+23.0% |
| Admin fee / account holder | $5,187 | $6,053-14.3% | $9,312-44.3% | $5,306-2.2% |