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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 | $50,735 | $89,370-43.2% | $141,197-64.1% | $72,976-30.5% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 21.09% | 111.88%-90.8pp | 71.41%-50.3pp | 81.02%-59.9pp |
| Employer contribution / active EE | $2,222 | $3,115-28.7% | $4,736-53.1% | $2,440-9.0% |
| Participant deferral / active EE | $4,160 | $5,419-23.2% | $6,710-38.0% | $3,608+15.3% |
| Admin fee / account holder | $7,813 | $5,957+31.2% | $10,265-23.9% | $5,124+52.5% |