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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 | $38,509 | $102,429-62.4% | $147,096-73.8% | $80,925-52.4% |
| Participation rate | 89.5% | 75.9%+13.6pp | 82.2%+7.3pp | 67.7%+21.8pp |
| Annual return | 14.65% | 135.02%-120.4pp | 419.75%-405.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $3,284 | $3,716-11.6% | $4,936-33.5% | $2,756+19.1% |
| Participant deferral / active EE | $5,866 | $6,649-11.8% | $8,071-27.3% | $4,299+36.5% |
| Admin fee / account holder | $3,506 | $7,957-55.9% | $13,005-73.0% | $6,940-49.5% |