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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 | $51,823 | $98,766-47.5% | $149,730-65.4% | $79,852-35.1% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.5%+16.5pp | 69.6%+29.3pp |
| Annual return | 21.21% | 27.43%-6.2pp | 276.70%-255.5pp | 31.72%-10.5pp |
| Employer contribution / active EE | $3,077 | $3,217-4.3% | $4,645-33.8% | $2,471+24.5% |
| Participant deferral / active EE | $4,201 | $5,681-26.1% | $6,843-38.6% | $3,740+12.3% |
| Admin fee / account holder | $3,447 | $6,052-43.0% | $9,310-63.0% | $5,306-35.0% |