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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 | $52,585 | $89,370-41.2% | $141,197-62.8% | $72,976-27.9% |
| Participation rate | 84.4% | 75.1%+9.2pp | 82.5%+1.9pp | 69.5%+14.9pp |
| Annual return | 27.23% | 111.88%-84.6pp | 71.41%-44.2pp | 81.02%-53.8pp |
| Employer contribution / active EE | $3,116 | $3,1150% | $4,736-34.2% | $2,440+27.7% |
| Participant deferral / active EE | $6,084 | $5,419+12.3% | $6,710-9.3% | $3,608+68.6% |
| Admin fee / account holder | $10,348 | $5,957+73.7% | $10,265+0.8% | $5,124+101.9% |