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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 | $54,378 | $99,994-45.6% | $146,647-62.9% | $85,851-36.7% |
| Participation rate | 82.4% | 73.1%+9.4pp | 80.1%+2.4pp | 69.3%+13.1pp |
| Annual return | 12.07% | 18.93%-6.9pp | 22.75%-10.7pp | 318.63%-306.6pp |
| Employer contribution / active EE | $3,164 | $2,559+23.6% | $4,137-23.5% | $2,565+23.3% |
| Participant deferral / active EE | $4,736 | $4,006+18.2% | $5,506-14.0% | $3,952+19.8% |
| Admin fee / account holder | $1,945 | $7,703-74.7% | $10,281-81.1% | $6,261-68.9% |