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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 | $57,791 | $77,920-25.8% | $149,723-61.4% | $75,177-23.1% |
| Participation rate | 70.4% | 65.6%+4.8pp | 78.8%-8.4pp | 67.2%+3.2pp |
| Annual return | 22.21% | 31.72%-9.5pp | 134.50%-112.3pp | 160.75%-138.5pp |
| Employer contribution / active EE | $2,302 | $3,138-26.6% | $4,821-52.3% | $2,671-13.8% |
| Participant deferral / active EE | $3,525 | $3,411+3.3% | $5,682-38.0% | $4,126-14.6% |
| Admin fee / account holder | $2,391 | $5,951-59.8% | $13,215-81.9% | $5,651-57.7% |