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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 | $60,772 | $102,065-40.5% | $453,569-86.6% | $85,856-29.2% |
| Participation rate | 88.3% | 72.4%+16.0pp | 78.0%+10.3pp | 69.3%+19.0pp |
| Annual return | 18.49% | 25.44%-6.9pp | 64.43%-45.9pp | 318.58%-300.1pp |
| Employer contribution / active EE | $3,336 | $2,852+17.0% | $4,072-18.1% | $2,565+30.0% |
| Participant deferral / active EE | $6,645 | $4,789+38.8% | $6,211+7.0% | $3,952+68.1% |
| Admin fee / account holder | $3,957 | $5,717-30.8% | $11,214-64.7% | $6,261-36.8% |