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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 | $38,483 | $95,415-59.7% | $185,851-79.3% | $85,851-55.2% |
| Participation rate | 77.8% | 68.8%+9.0pp | 81.7%-3.9pp | 69.3%+8.5pp |
| Annual return | 12.10% | 23.59%-11.5pp | 122.11%-110.0pp | 318.63%-306.5pp |
| Employer contribution / active EE | $2,734 | $3,314-17.5% | $5,168-47.1% | $2,565+6.6% |
| Participant deferral / active EE | $4,639 | $3,424+35.5% | $5,569-16.7% | $3,952+17.4% |
| Admin fee / account holder | $1,665 | $7,215-76.9% | $16,245-89.8% | $6,261-73.4% |