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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 | $46,285 | $98,776-53.1% | $149,745-69.1% | $79,856-42.0% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 20.01% | 27.38%-7.4pp | 276.72%-256.7pp | 31.71%-11.7pp |
| Employer contribution / active EE | $5,000 | $3,217+55.4% | $4,646+7.6% | $2,471+102.3% |
| Participant deferral / active EE | $4,435 | $5,681-21.9% | $6,843-35.2% | $3,741+18.6% |
| Admin fee / account holder | $8,878 | $6,053+46.7% | $9,312-4.7% | $5,306+67.3% |