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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 | $62,326 | $88,672-29.7% | $105,223-40.8% | $82,448-24.4% |
| Participation rate | 86.4% | 67.9%+18.4pp | 75.0%+11.3pp | 68.1%+18.3pp |
| Annual return | 15.82% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,638 | $3,048-13.4% | $3,689-28.5% | $2,551+3.4% |
| Participant deferral / active EE | $3,994 | $4,036-1.0% | $5,072-21.2% | $4,139-3.5% |
| Admin fee / account holder | $19,214 | $7,146+168.9% | $8,859+116.9% | $7,234+165.6% |