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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 | $54,447 | $95,415-42.9% | $185,851-70.7% | $85,851-36.6% |
| Participation rate | 76.9% | 68.8%+8.2pp | 81.7%-4.8pp | 69.3%+7.6pp |
| Annual return | 27.82% | 23.59%+4.2pp | 122.11%-94.3pp | 318.63%-290.8pp |
| Employer contribution / active EE | $2,513 | $3,314-24.2% | $5,168-51.4% | $2,565-2.0% |
| Participant deferral / active EE | $3,589 | $3,424+4.8% | $5,569-35.6% | $3,952-9.2% |
| Admin fee / account holder | $1,884 | $7,215-73.9% | $16,245-88.4% | $6,261-69.9% |