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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 | $58,557 | $99,994-41.4% | $146,643-60.1% | $85,847-31.8% |
| Participation rate | 94.3% | 73.1%+21.3pp | 80.1%+14.3pp | 69.3%+25.0pp |
| Annual return | 13.31% | 18.93%-5.6pp | 22.75%-9.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $3,720 | $2,559+45.4% | $4,137-10.1% | $2,565+45.0% |
| Participant deferral / active EE | $4,386 | $4,006+9.5% | $5,506-20.3% | $3,952+11.0% |
| Admin fee / account holder | $1,692 | $7,703-78.0% | $10,280-83.5% | $6,261-73.0% |