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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 | $74,042 | $65,027+13.9% | $90,970-18.6% | $79,852-7.3% |
| Participation rate | 87.8% | 61.6%+26.2pp | 69.0%+18.8pp | 69.6%+18.2pp |
| Annual return | 11.52% | 30.45%-18.9pp | 134.58%-123.1pp | 31.72%-20.2pp |
| Employer contribution / active EE | $1,028 | $1,247-17.6% | $2,122-51.6% | $2,471-58.4% |
| Participant deferral / active EE | $5,520 | $2,512+119.8% | $3,373+63.6% | $3,740+47.6% |
| Admin fee / account holder | $5,892 | $4,535+29.9% | $5,960-1.1% | $5,306+11.0% |