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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 | $49,197 | $55,902-12.0% | $76,030-35.3% | $80,959-39.2% |
| Participation rate | 80.6% | 62.1%+18.6pp | 69.1%+11.6pp | 67.7%+13.0pp |
| Annual return | 11.31% | 20.59%-9.3pp | 361.54%-350.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,184 | $1,867+17.0% | $2,688-18.7% | $2,757-20.8% |
| Participant deferral / active EE | $7,613 | $3,051+149.6% | $4,257+78.8% | $4,300+77.0% |
| Admin fee / account holder | $1,633 | $5,239-68.8% | $6,421-74.6% | $6,925-76.4% |