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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 | $54,082 | $116,203-53.5% | $93,621-42.2% | $152,897-64.6% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.8%+7.5pp | 82.5%+0.9pp |
| Annual return | 21.70% | 35.96%-14.3pp | 32.76%-11.1pp | 345.43%-323.7pp |
| Employer contribution / active EE | $2,950 | $3,219-8.4% | $2,719+8.5% | $4,764-38.1% |
| Participant deferral / active EE | $4,326 | $4,605-6.0% | $4,070+6.3% | $5,851-26.1% |
| Admin fee / account holder | $1,443 | $10,751-86.6% | $7,890-81.7% | $11,599-87.6% |