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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 | $45,694 | $55,902-18.3% | $76,030-39.9% | $80,959-43.6% |
| Participation rate | 97.0% | 62.1%+34.9pp | 69.1%+27.9pp | 67.7%+29.3pp |
| Annual return | 13.75% | 20.59%-6.8pp | 361.54%-347.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $3,094 | $1,867+65.8% | $2,688+15.1% | $2,757+12.2% |
| Participant deferral / active EE | $3,706 | $3,051+21.5% | $4,257-13.0% | $4,300-13.8% |
| Admin fee / account holder | $2,527 | $5,239-51.8% | $6,421-60.6% | $6,925-63.5% |