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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 | $45,287 | $57,541-21.3% | $95,740-52.7% | $75,173-39.8% |
| Participation rate | 90.6% | 62.5%+28.1pp | 72.3%+18.4pp | 67.2%+23.4pp |
| Annual return | 18.14% | 34.93%-16.8pp | 28.41%-10.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $2,292 | $1,808+26.8% | $2,836-19.2% | $2,671-14.2% |
| Participant deferral / active EE | $3,256 | $3,074+5.9% | $4,244-23.3% | $4,126-21.1% |
| Admin fee / account holder | $9,826 | $4,099+139.7% | $5,676+73.1% | $5,651+73.9% |