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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 | $57,460 | $106,749-46.2% | $145,433-60.5% | $82,448-30.3% |
| Participation rate | 95.8% | 75.6%+20.2pp | 82.1%+13.7pp | 68.1%+27.8pp |
| Annual return | 22.27% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $3,109 | $3,444-9.8% | $4,554-31.7% | $2,551+21.9% |
| Participant deferral / active EE | $4,903 | $6,519-24.8% | $7,897-37.9% | $4,139+18.5% |
| Admin fee / account holder | $4,296 | $8,390-48.8% | $13,129-67.3% | $7,234-40.6% |