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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 | $54,786 | $48,053+14.0% | $84,637-35.3% | $72,976-24.9% |
| Participation rate | 78.6% | 57.6%+21.0pp | 68.2%+10.3pp | 69.5%+9.1pp |
| Annual return | 23.79% | 37.39%-13.6pp | 258.82%-235.0pp | 81.02%-57.2pp |
| Employer contribution / active EE | $1,995 | $1,602+24.5% | $2,653-24.8% | $2,440-18.3% |
| Participant deferral / active EE | $2,955 | $2,681+10.2% | $3,900-24.2% | $3,608-18.1% |
| Admin fee / account holder | $3,412 | $3,395+0.5% | $4,914-30.6% | $5,124-33.4% |