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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 | $56,580 | $101,752-44.4% | $164,928-65.7% | $80,911-30.1% |
| Participation rate | 84.4% | 71.8%+12.6pp | 78.6%+5.8pp | 67.6%+16.8pp |
| Annual return | 11.86% | 16.73%-4.9pp | 70.08%-58.2pp | 35.63%-23.8pp |
| Employer contribution / active EE | $8,192 | $2,953+177.4% | $4,343+88.6% | $2,756+197.3% |
| Participant deferral / active EE | $4,319 | $4,477-3.5% | $6,034-28.4% | $4,297+0.5% |
| Admin fee / account holder | $521 | $8,218-93.7% | $12,684-95.9% | $6,935-92.5% |