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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 | $61,624 | $55,930+10.2% | $76,089-19.0% | $80,925-23.9% |
| Participation rate | 72.5% | 62.1%+10.5pp | 69.1%+3.5pp | 67.7%+4.9pp |
| Annual return | 13.25% | 20.58%-7.3pp | 360.94%-347.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,080 | $1,866+11.5% | $2,690-22.7% | $2,756-24.5% |
| Participant deferral / active EE | $5,159 | $3,051+69.1% | $4,259+21.1% | $4,299+20.0% |
| Admin fee / account holder | $4,111 | $5,241-21.6% | $6,418-35.9% | $6,940-40.8% |