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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 | $64,677 | $88,672-27.1% | $105,223-38.5% | $82,448-21.6% |
| Participation rate | 88.0% | 67.9%+20.1pp | 75.0%+13.0pp | 68.1%+19.9pp |
| Annual return | 22.38% | 30.86%-8.5pp | 180.65%-158.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $12,025 | $3,048+294.5% | $3,689+226.0% | $2,551+371.4% |
| Participant deferral / active EE | $1,994 | $4,036-50.6% | $5,072-60.7% | $4,139-51.8% |
| Admin fee / account holder | $4,537 | $7,146-36.5% | $8,859-48.8% | $7,234-37.3% |