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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 | $51,313 | $127,790-59.8% | $106,555-51.8% | $167,536-69.4% |
| Participation rate | 95.0% | 78.3%+16.7pp | 76.1%+18.9pp | 82.1%+12.9pp |
| Annual return | 11.30% | 33.88%-22.6pp | 26.80%-15.5pp | 478.82%-467.5pp |
| Employer contribution / active EE | $1,707 | $3,428-50.2% | $2,819-39.5% | $4,839-64.7% |
| Participant deferral / active EE | $4,855 | $5,088-4.6% | $4,399+10.4% | $6,342-23.4% |
| Admin fee / account holder | $5,228 | $11,229-53.4% | $7,408-29.4% | $12,315-57.5% |