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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 | $42,851 | $65,027-34.1% | $90,970-52.9% | $79,852-46.3% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 12.89% | 30.45%-17.6pp | 134.58%-121.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $4,310 | $1,247+245.5% | $2,122+103.1% | $2,471+74.4% |
| Participant deferral / active EE | $3,133 | $2,512+24.7% | $3,373-7.1% | $3,740-16.2% |
| Admin fee / account holder | $4,063 | $4,535-10.4% | $5,960-31.8% | $5,306-23.4% |