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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 | $69,302 | $89,364-22.4% | $141,177-50.9% | $72,983-5.0% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 25.80% | 111.86%-86.1pp | 71.40%-45.6pp | 81.01%-55.2pp |
| Employer contribution / active EE | $3,647 | $3,115+17.1% | $4,736-23.0% | $2,440+49.5% |
| Participant deferral / active EE | $5,836 | $5,419+7.7% | $6,710-13.0% | $3,608+61.8% |
| Admin fee / account holder | $3,624 | $5,959-39.2% | $10,263-64.7% | $5,124-29.3% |