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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 | $55,261 | $101,950-45.8% | $125,529-56.0% | $86,983-36.5% |
| Participation rate | 85.7% | 70.2%+15.6pp | 74.7%+11.0pp | 69.5%+16.2pp |
| Annual return | 15.98% | 18.29%-2.3pp | 202.56%-186.6pp | 25.83%-9.8pp |
| Employer contribution / active EE | $3,064 | $2,358+29.9% | $3,058+0.2% | $2,584+18.5% |
| Participant deferral / active EE | $4,905 | $3,862+27.0% | $4,813+1.9% | $4,194+17.0% |
| Admin fee / account holder | $3,574 | $12,791-72.1% | $16,298-78.1% | $7,856-54.5% |