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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 | $42,594 | $65,361-34.8% | $92,903-54.2% | $72,983-41.6% |
| Participation rate | 81.5% | 68.3%+13.2pp | 76.0%+5.5pp | 69.5%+12.0pp |
| Annual return | 22.57% | 42.11%-19.5pp | 109.43%-86.9pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,654 | $2,594-36.2% | $3,653-54.7% | $2,440-32.2% |
| Participant deferral / active EE | $2,687 | $3,128-14.1% | $4,238-36.6% | $3,608-25.5% |
| Admin fee / account holder | $2,298 | $4,251-45.9% | $5,795-60.3% | $5,124-55.2% |